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Account stages

Last updated on Oct 16, 2026

The Accounts page shows all companies that were created automatically based on contact information in your Reply account.

Each account has a stage, which is displayed in the Stage column in the accounts list.

What are account stages?

Account stages represent the progress of an account in your outreach process – from the first interaction to the final outcome.

They help you track where each account is in your pipeline and may include stages such as New, Qualified, Meeting booked, Negotiating, Disqualified, On hold, Closed-won, and Closed-lost.

Here's the list of available account stages:

Stage Description
New The account is new to the outreach pipeline
Qualified Sales-qualified account
Meeting booked A meeting is booked with a decision-maker
Negotiating Negotiations are in progress
Disqualified The account is not relevant
On hold Contact later
Closed-won The deal was completed successfully.
Closed-lost The deal was lost

Stages are shown as labels in the Accounts tab, on the individual account page, and in the account sidebar.

Filter accounts by stage

You can filter accounts by stage to quickly find companies in a specific part of your pipeline.

To filter accounts:

  1. Go to People → Accounts.
  2. Click the filter icon in the top right corner.
  3. Select Stages.
  4. Choose a condition and select one or more stages.
  5. Click Apply.

Available conditions:

  • Is – shows accounts that have the selected stage(s)
  • Is not – excludes accounts with the selected stage(s)
  • None – shows accounts that do not have a stage set

You can select multiple stages when using Is or Is not.

Set or change an account stage

You can set or update account stages for one or multiple accounts.

To do this in bulk:

  1. Go to People → Accounts.
  2. Select one or multiple accounts using the checkboxes.
  3. Click Set stage.
  4. Choose a stage from the dropdown.

You can also set or change a stage for a single account:

  1. Open an account.
  2. In the sidebar, click Set stage.
  3. Select a stage from the dropdown.

Edit stages

You can update existing stages by changing their name, color, or description.

To edit stages:

  1. Open Settings.
  2. Go to the Accounts tab.
  3. Expand the Account stages section.
  4. Click the ⚙️ icon next to a stage
  5. Make changes and click Save.

💡 Note: You cannot create new stages, but only edit existing ones. Account stage names are limited to 20 characters, and descriptions can be up to 512 characters.