Set the Stage of a Company to Track Engagement

1. To change an Account's Stage, go to the Accounts page

2. Select the Account(s) whose Stage you'd like to modify (either individually or with the Checkbox button at the top of the UI)

3. Once selected, click Edit

4. Select Set Stage

5. Select the Stage you'd like to change from the dropdown menu

If you do not see the account stage you want, you can create a custom one for you and your team from within Settings > Accounts.

For more information on Stages and Triggers, check out our Stages and Triggers articles.

Change Account Stage