# 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.

Source: https://atzcrm.com/help/client-management/contacts/contact-stages/

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.

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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**.

4.  Choose the **Stage** field.

5.  Select the desired stage and update.

## Change Stage from Contact Detail

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

## Customize Contact Stages

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

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

## 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](https://atzcrm.com/help/coreops/common-operations/bulk-update-records/) [Quick Edit Entity Records](https://atzcrm.com/help/coreops/common-operations/quick-edit-entity-records/) [Add a Contact Manually](https://atzcrm.com/help/client-management/contacts/add-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.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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