Contacts

How to Change and Customize Contact Stages in ATZ CRM

Update contact stages individually or in bulk and customize contact stage options in ATZ CRM settings.

Quick Answer

Update contact stages from the contact detail page or bulk update selected contacts, and customize stage options from Contact Stages Customization in settings.

Change Contact Stages in Bulk

  1. Open the contact list.
  2. Select contacts.
  3. Click Update.

Bulk update contact stage

  1. Choose the Stage field.

Select contact stage field

  1. Select the desired stage and update.

Change Stage from Contact Detail

Open a contact profile, locate Contact Stage, choose the new stage, and confirm.

Change contact stage from profile

Customize Contact Stages

  1. Open settings.
  2. Select Contact Stages Customization.

Open contact stage customization

  1. Add a new stage, or edit/remove existing stages.

Add contact stage

Use Cases

  • Segment contacts by relationship stage.
  • Track client development or account status.
  • Update many contacts after a campaign.

Troubleshooting

Stage Is Missing

Check Contact Stages Customization settings.

Bulk Update Changed Too Many Records

Review filters before bulk updates and correct affected contacts manually if needed.

User Cannot Edit Stages

Check admin permissions.

Frequently Asked Questions

Are contact stages the same as job stages?

No. Contact stages track client relationships; job and candidate stages track recruiting workflows.

Can stages be deleted?

Yes, where permitted. Review active records before removing a stage.

Should all teams use the same stage names?

Usually yes. Shared naming improves reporting and collaboration.

Related guides

Bulk Update Records Quick Edit Entity Records Add a Contact Manually

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

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