Articles on: Prospects and Accounts

Change a prospect's stage

You can manually set a prospect's stage if you need to.

In Outplay, a prospect's stages reflect where they are in your outreach process, so you can filter and find prospects as you need. 

As a prospect moves through sequences, your Triggers can automatically set the appropriate stage. But sometimes you want to manually set a prospect's stage. You can do this in the prospect's profile screen.

Double-click on the prospect for whom you want to change the stage

Hover the mouse over the current stage

Select the stage you want to mark for the prospect from the dropdown.

Updated on: 07/06/2024

Was this article helpful?

Share your feedback


Thank you!