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Documentation Index

Fetch the complete documentation index at: https://help.reevo.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Stages help you structure the customer lifecycle for your accounts and contacts. Rather than relying solely on opportunity-based tracking, stages give you a flexible way to reflect where a record stands - from first touch to closed customer and beyond. You can configure stage names, order, and colors to match your team’s process, then track and update stages directly from list views and record detail pages.

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Watch: Account & Contact Stages in action

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Prerequisites

Admin access is required to configure stages in Settings.
  • Stages are configured independently for Contacts and Accounts.

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Setting Up Stages

Stages are managed per object type under Settings.

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Contact Stages

  1. Go to Settings → Contacts.
  2. Select the Stages tab. Settings Contacts Stages tab
  3. From here you can:
    • Add a stage - click Add new stage and enter a name. Add new stage modal
    • Rename a stage - click the stage name to edit it inline. Edit stage name inline
    • Reorder stages - drag and drop stages into your preferred order. The order here is reflected in the stage stepper on record detail pages. Reorder stages by drag and drop
    • Assign a color - click the color swatch next to a stage to choose from the available palette. Assign a color to a stage from the palette
    • Delete a stage - click the delete icon. If any contacts are currently on that stage, you’ll be shown how many records will be affected and prompted to remap them to a different stage before confirming. Delete stage option from the stage menu Remap affected records to a different stage before confirming the delete

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Account Stages

  1. Go to Settings → Accounts.
  2. Select the Stages tab. Settings Accounts Stages tab
  3. Follow the same steps as above.

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Using Stages on List Pages

Once stages are configured, a Stage column appears on the Contacts and Accounts list pages. Stage column on the Accounts list page
  • Filter by stage - use the Stage filter to narrow the list to records in a specific stage or set of stages. Filter records by stage
  • Sort by stage - click the Stage column header to sort records by their current stage. Sort records by stage
  • Update a stage inline - click the stage cell for any record to open a selector and choose a new stage without leaving the list. Update a record's stage inline from the list view

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Using Stages on Record Detail Pages

On any Contact or Account detail page, stages appear in three places:
  • Stage badge - displayed in the top bar of the record, giving you an at-a-glance view of the current stage.
  • Stage stepper - a horizontal progress bar shown above the summary section. It displays all configured stages in order. Stages before the current one appear highlighted (completed); the current stage is marked as active; stages ahead are shown as upcoming.
  • Stage as a Summary field (optional) - if you want stage to appear as a row inside the Summary card alongside fields like Account name and Status, click the cog icon on the Summary section, choose Add summary fields, search for “Stage,” and select it. This is in addition to the always-on badge and stepper above.
On Account records, the stage stepper only appears once at least one Account stage has been configured.
Stage badge and stage stepper on a contact detail page

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To transition a record to a different stage

  1. Open the record detail page.
  2. Locate the stage stepper above the summary section.
  3. Click the stage you want to move the record to. Click a stage in the stepper to transition the record
The transition happens immediately. The current stage is not clickable (you’re already there). Stages you’ve passed are shown as complete.
Stage transition criteria are not yet enforced - all transitions succeed regardless of record data. This will be updated in a future release.

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Troubleshooting / FAQs

Yes. Stages are supported as triggers and actions in Workflow Builder. You can automate stage transitions or kick off workflows when a record’s stage changes.
Not at this time. All stage transitions succeed. Entrance criteria configuration is visible in Settings but is not yet enforced.
Reevo will show you how many records are affected before you confirm the deletion. You’ll be prompted to remap those records to a different stage first.
No - they are configured independently. Changes to Contact stages have no effect on Account stages, and vice versa.
There is no set limit. We recommend keeping the list focused to stages your team actively uses.

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Additional Resources