How to Customize Contact and Account Stages & Recommended Stages

Whether your team has finalized contact and account stages, or not, here's a guide to edit Apollo Contact Stages to match your Statuses. And, ensure you're using best practices, as recommended here. Having at least relevant stages to the stages listed here gives you heightened clarity on the sales/marketing pipeline, and increases productivity across sales/marketing teams.

1. Start in Settings > Contacts > Stages to review and customize Contact Stages.

Here's a breakdown of recommended stages for Contacts:
Pro tip: When creating Custom Stages, overwrite existing stages to leverage their current mappings to triggers for automated stage changes (ie, when a contact replies, the Contact is automatically updated to the REPLIED contact stage)

Default Stage	Overwritten / Custom Stage	Category	'Do Not Override' Checked?
Cold		No Category	No
Approaching		In Progress	No
Replied		In Progress	No
	Meeting Set	Succeeded	Yes
Interested		Succeeded	Yes
	SQO	Succeeded	Yes
	Active Evaluator	Succeeded	Yes
	Current Client	Succeeded	Yes
	Closed: Check Back Quarterly	Not Succeeded	Yes
Unresponsive	Closed: Unresponsive	Not Succeeded	No
	Closed: Referred Elsewhere	No Category	Yes
Not Interested	Closed: Not Interesed	Not Succeeded	Yes
	Closed: Bad Fit	Not Succeeded	Yes
Do Not Contact	Closed: Do Not Contact	Not Succeeded	Yes
	Closed: Bad Data	Not Succeeded	Yes
	Closed: Changed Job	Not Succeeded	Yes
Bad Data		No Category	Yes
Changed Job		No Category	Yes

Discuss this with your CSM if you have more questions around recommended stages – it's our sole purpose in life to make you successful in the app, and we're happy to help!

2. Next up: Edit your Account Stages

Start in Settings > Accounts > Stages to review and customize Account Stages.

Here's a breakdown of recommended stages for Accounts:

Pro tip: When creating Custom Stages, overwrite existing stages to leverage their current mappings to triggers for automated stage changes (ie, when a contact replies, the Contact is automatically updated to the REPLIED contact stage)

Default Stages	Overwritten / Custom Stage	Category
Cold		No Category
	Working	In Progress
	Engaged / Hot	In Progress
	Meeting Set	Succeeded
Active Opportunity		Succeeded
Current Client		Succeeded
Dead Opportunity		Not Succeeded
	Churned	Not Succeeded
	Bad Fit	Not Succeeded
	Nurture - Timing	Not Succeeded
	Nurture - Not Interested	Not Succeeded
	Nurture - Unresponsive	Not Succeeded
	Closed	Not Succeeded
Do Not Prospect		Not Succeeded

3. Important Note: Keep in mind the triggers associated with your Contact and Account Stages while editing. Ensure they're mapped appropriately to their email and call triggers.

Here's a guide to walk you through editing your Stages + Triggers.

Related Resources:

Create Sequence Rulesets So You Don't Email the Wrong People

Create Custom Fields to Report on Custom Information

Articles in this section

Customize Contact or Account Stages & Best Practices

How to Customize Contact and Account Stages & Recommended Stages

1. Start in Settings > Contacts > Stages to review and customize Contact Stages.

Here's a breakdown of recommended stages for Contacts:

2. Next up: Edit your Account Stages

Here's a breakdown of recommended stages for Accounts:

3. Important Note: Keep in mind the triggers associated with your Contact and Account Stages while editing. Ensure they're mapped appropriately to their email and call triggers.

Comments

Articles in this section

How to Customize Contact and Account Stages & Recommended Stages

1. Start in Settings > Contacts > Stages to review and customize Contact Stages.

Here's a breakdown of recommended stages for Contacts:

2. Next up: Edit your Account Stages

Here's a breakdown of recommended stages for Accounts:

3. Important Note: Keep in mind the triggers associated with your Contact and Account Stages while editing. Ensure they're mapped appropriately to their email and call triggers.

Related articles