Stages are a label that help you determine where a customer is in the sales cycle. Stages allow you to quickly make use of your prospects.
By default, Outreach comes with 8 stages. Outreach admins can add more stages to sync with current Lead and/or Contact Statuses in Salesforce, or simply to better fit your workflow.
Creating or Updating Outreach Stages to match Salesforce Statuses
- Outreach admins can click on their initial on the bottom left corner of the Outreach platform. Under the settings panel, select "prospects".
- On the top of the page, select "stages". You can delete stages by clicking on the dropdown arrow that appears on the right when you hover over an existing stage, or adjust the placement of stages in the list by clicking on the arrows on the left.
Add new stages by selecting "Add" on the top right corner. If matching an existing Salesforce status, make sure the text matches 1:1, including spacing and capitalization
Where can I see stages?
All stages are found in the main prospect page. Click into them at any time to filter prospects in the stage.
Stages can also be found within a sequence, which are updated by the sequence ruleset.