> ## 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. # Contact Status > Use Contact Status to track a rep's engagement with each contact, separately from the contact's funnel Stage. ## Overview Every contact in Reevo has two fields that describe where it stands, and each answers a different question: | Field | Question it answers | Who it's for | | :- | :- | :- | | **Stage** | Where is this person in our funnel? | Marketing and ops. Stage drives lifecycle reporting and handoffs. | | **Status** | How far along am I in working this person? | Reps. Status is the rep's read on engagement with the contact. | The two fields are independent. Changing a contact's Status never changes its Stage, and changing its Stage never changes its Status. This lets a rep manage their own outreach without moving the contact through the funnel, and lets marketing report on funnel conversion without depending on how each rep logs their work. For example, an inbound form-fill can land a contact in the **Marketing Qualified Lead** stage with a Status of **Hand Raise / Warm**. The rep sees the hand raise, prioritizes the contact, and moves its Status to **Working** and then **Meeting Booked**. Meanwhile, marketing tracks the same contact as it moves from Marketing Qualified Lead to Sales Accepted Lead to Sales Qualified Lead. > [!NOTE] > > Status applies to contacts only. Accounts and opportunities use their own stages. See [Account & Contact Stages](https://help.reevo.ai/CRM-configurations/Account-and-Contact-Stages.md). *** ## Default Status values Reevo comes with these Status values. Admins can rename, recolor, reorder, add, or deactivate them. | Status | Typical meaning | | :- | :- | | **Untouched** | No one has worked this contact yet. This is the default for new contacts. | | **Hand Raise / Warm** | The contact showed interest, for example by filling out a form or replying. | | **Working** | A rep is actively reaching out. | | **Engaged** | The contact is responding to outreach. | | **Meeting Booked** | A meeting with the contact is scheduled. | | **Opportunity** | The contact is part of an open opportunity. | | **Nurture** | Not ready now. Keep in touch over time. | | **Disqualified** | Not a fit, or not worth pursuing. | A contact has exactly one Status at a time. When a contact is created without a Status, Reevo gives it your organization's default Status (**Untouched** unless your admin chooses another default). ### How Status compares to the default Stages New organizations also start with these contact Stages, which describe the funnel rather than rep activity: **New Lead**, **Marketing Qualified Lead**, **Sales Accepted Lead**, **Sales Qualified Lead**, **Customer**, and **Lost**. If your organization already had contact stages set up, Reevo keeps them. *** ## Configure Status values > [!NOTE] > > **Admin access** is required to change Status values. 1. Go to [**Settings → Contacts**](https://app.reevo.ai/settings/contacts). 2. Select the **Fields** tab. 3. Find the **Status** field and open it to edit its list options. From the list options you can: * **Add an option**: enter a name for the new Status. * **Rename an option**: edit its name. * **Reorder options**: drag them into the order your team works in. * **Pick a color**: choose one of the available colors so each Status is easy to spot. * **Set as default**: choose which Status new contacts receive. * **Deactivate an option**: retire a Status your team no longer uses. You can remap contacts on that Status to another one, and reactivate the option later. > [!TIP] > > Keep the list short and tied to actions a rep takes. Status works best when every value tells the rep what to do next. *** ## Where Status appears * **Contact record page**: a Status badge sits next to the Stage badge at the top of the record. Hover over either badge to see what it's for. * **Contact quick overview**: the same Status badge appears in the contact's quick overview panel. * **AskReevo**: ask AskReevo about a contact's Status, find contacts by Status, or ask it to set a contact's Status (for example, "Set Jordan's status to Meeting Booked"). * **Workflows**: use Status in conditions for **Contact Created** and **Contact Updated** triggers, and set it with contact update actions. * **CSV import**: map a Status column to the contact's Status. Reevo matches each value by its name. > [!NOTE] > > Status doesn't sync with Salesforce or HubSpot, and it isn't available in reports yet. *** ## Automate Status and lifecycle moves Reevo includes ready-made rules that keep Status, and the account stage, up to date as your team works. An admin turns them on from each object's **Automations** tab. ### Contact status rules Go to [**Settings → Contacts**](https://app.reevo.ai/settings/contacts?tab=automations) and select the **Automations** tab. | Rule | When | Then | | :- | :- | :- | | **Contact added to opportunity** | A contact is added to an open opportunity. | Sets the contact's Status to **Opportunity**. | | **Opportunity created** | An opportunity is created with contacts on it. | Sets each of those contacts' Status to **Opportunity**. | ### Account lifecycle rules driven by Status Go to [**Settings → Accounts**](https://app.reevo.ai/settings/accounts?tab=automations) and select the **Automations** tab. | Rule | When | Then | | :- | :- | :- | | **Contact hand raise** | A contact's Status changes to **Hand Raise / Warm** and its primary account is **Untouched** or **Nurture**. | Moves the account to **Warm**. | | **Contact worked** | A contact's Status changes to **Working**, **Engaged**, or **Meeting Booked** and its primary account is **Untouched**, **Warm**, or **Nurture**. | Moves the account to **Working**. | Each rule has a set of starting stages, so it only moves an account forward from the stages you choose and never undoes another rule. Use **Edit rules** to pick different statuses or stages, **Reset to defaults** to go back to the out-of-the-box settings, or **Customize in Workflows** to build on a rule in the Workflow Builder. For more lifecycle automation patterns, see [Automating Lifecycle Stage Moves](https://help.reevo.ai/Automations-and-Workflows/Automating-Lifecycle-Stage-Moves.md). *** ## Troubleshooting / FAQs > **What's the difference between a contact's Stage and its Status?** > > Stage is the contact's position in your funnel (for example, Marketing Qualified Lead or Customer), owned by marketing and ops. Status is the rep's engagement with the contact (for example, Working or Meeting Booked). They're separate fields, and changing one never changes the other. > **Should I update Stage or Status after I call a contact?** > > Update Status. Status tracks your outreach, such as moving from Untouched to Working. Stage changes when the contact moves through the funnel, which your team's lifecycle process or workflows usually handle. > **Why does every contact show Untouched?** > > Untouched is the default Status. Contacts that existed before Status was introduced, and new contacts created without a Status, start as Untouched until a rep, AskReevo, an import, or an automation changes it. > **Can I change the default Status?** > > Yes. An admin can choose a different default under **Settings → Contacts → Fields** by opening the **Status** field and using **Set as default** on another option. > **Does changing a contact's Status move the account?** > > Only if your admin has turned on the **Contact hand raise** or **Contact worked** rules on the Accounts **Automations** tab. Without them, Status changes don't affect any other record. > **Does Status sync to Salesforce or HubSpot?** > > No. Status is stored in Reevo only. *** ## Additional Resources * [Account & Contact Stages](https://help.reevo.ai/CRM-configurations/Account-and-Contact-Stages.md) * [Automating Lifecycle Stage Moves](https://help.reevo.ai/Automations-and-Workflows/Automating-Lifecycle-Stage-Moves.md) * [Contacts](https://help.reevo.ai/CRM-configurations/Contacts.md) * [Workflow Builder](https://help.reevo.ai/Automations-and-Workflows/Workflow-Builder.md) > Still have questions? [Sign in](https://app.reevo.ai) and use Ask Reevo for instant answers or to raise a support ticket. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.