> ## 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.
# Account & Contact Stages
> Configure stage names, order, and colors for Contacts and Accounts to track records through your customer lifecycle.
## 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.
### Contact Stages
1. Go to **Settings → Contacts**.
2. Select the **Stages** tab.
3. From here you can:
* **Add a stage** - click **Add new stage** and enter a name.
* **Rename a stage** - click the stage name to edit it inline.
* **Reorder stages** - drag and drop stages into your preferred order. The order here is reflected in the stage stepper on record detail pages.
* **Assign a color** - click the color swatch next to a stage to choose from the available 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.
### Account Stages
1. Go to **Settings → Accounts**.
2. Select the **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.
* **Filter by stage** - use the Stage filter to narrow the list to records in a specific stage or set of stages.
* **Sort by stage** - click the Stage column header to sort records by their current 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.
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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.
### 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.
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
* [Workflow Builder](/Automations-and-Workflows/Workflow-Builder)
* [Workflow Triggers](/Automations-and-Workflows/Workflow-Triggers)
* [Accounts](/CRM-configurations/Accounts)
* [Contacts](/CRM-configurations/Contacts)