Edit Stage Settings

Stages are the SalesLoft equivalent to Salesforce's status fields on the Lead, Contact, Account, or Opportunity level. 

If stages are kept up-to-date, users can accurately filter people and accounts in SalesLoft based off of their stage. From there, the rep can take the stage-appropriate action to engage that prospect.

Most teams set their stages to mimic their sales process, using stages like "Prospect," "Open," "Closed," etc. to show where a person is in your sales cycle. You can edit and manage your team's stages to best fit your needs and make them your own. 

To set up your stages, go to your Team Settings and select the Stages tab. From the stages tab you can manage people, account, and opportunity stages and set team wide stage defaults for people that run through cadences. 

In this article, you will learn how to view and manage your team's stages, including:

• People Stages
• Account Stages
• Opportunity Stages
• Cadence Defaults

People Stages

The people stages define the stage settings for an individual person in SalesLoft. Similar to your Salesforce lead or contact status, the people stages are meant to help you determine were a person is within your sales cycle. 

To add a People Stage:

1. Navigate to the Stages tab and then People Stages.
2. In the left column, you will find Add a People Stage.
3. Enter the name of the stage you would like to create in the text field.
4. Click Add Stage.

To edit a People Stage:

1. Navigate to the Stages and then People Stages tab.
2. From the stage list, select the ellipses icon (three dots) for the stage you would like to edit. 
3. In the drop-down menu, choose Rename.
4. Enter the new name of the stage. 
5. Click Rename to complete your edits.

To reorder People stages: 

1. Navigate to the Stages and then People Stages tab.
2. From the stage list, select the ellipses icon (three dots) for the stage you would like to move. 
3. In the drop-down menu, chose the direction you would like to reorder the stage. The options are: Move to Top, Move Up, Move Down, Move to Bottom. 
4. The same order of the list will then be reflected when a user goes in to select a stage from the drop-down.

To remove a People Stage:

1. Navigate to the Stages tab and then People Stages.
2. From the stage list, select the ellipses icon (three dots) for the stage you would like to delete. 
3. Click the red Delete button.
4. You will receive a pop up asking if you want to remove the stage. Click Remove.

Account Stages

The account stages define the stage settings for accounts as a whole (versus just the individual person). By keeping the account stages up to date, you can easily filter and sort by a stage and find out where an account is within the sales cycle, giving you further visibility into where to focus your efforts.

To add an Account Stage:

1. Navigate to the Stages and then Account Stages tab.
2. In the left column, you will find Create New Stage.
3. Enter the name of the stage you would like to create in the text field.
4. Click Add Stage.

To edit an Account Stage:

1. Navigate to the Stages and then Account Stages tab.
2. From the stage list, select the ellipses icon (three dots) for the stage you would like to edit. 
3. In the drop-down menu, choose Rename.
4. Enter the new name of the stage. 
5. Click Rename to complete your edits.

To reorder cccount stages: 

1. Navigate to the Stages and then Account Stages tab.
2. From the stage list, select the ellipses icon (three dots) for the stage you would like to move. 
3. In the drop-down menu, chose the direction you would like to reorder the stage. The options are: Move to Top, Move Up, Move Down, Move to Bottom. 
4. The same order of the list will then be reflected when a user goes in to select a stage from the drop-down.

To remove an Account Stage:

1. Navigate to the Stages and then Account Stages tab.
2. From the stage list, select the ellipses icon (three dots) for the stage you would like to delete. 
3. Click the red Delete button.
4. You will receive a pop up asking if you want to remove the stage. Click Remove.

Opportunity Stages

The opportunity stages define the stage settings at the opportunity level. By keeping the opportunity stages up to date, you can easily track the progress of an opportunity through the sales cycle.

To add an Opportunity Stage:

1. Navigate to the Stages and then Opportunity Stages tab.
2. Above the Opportunity Stages table, click + Add Opportunity Stage.
3. Enter the Opportunity Stage name you want in the Name field.
4. Click Create Stage.

To edit an Opportunity Stage:

1. Navigate to the Stages and then Opportunity Stages tab.
2. Find the stage you want to edit the listed stages. Click the ellipsis icon (three horizontal dots) to view your stage options.
3. Select Rename.
4. Edit the Opportunity Stage in the Name field. Click Save Stage.

To reorder Opportunity stages: 

1. Navigate to the Stages and then Opportunity Stages tab.
2. From the stage list, select the ellipses icon (three dots) for the stage you would like to move. 
3. In the drop-down menu, chose the direction you would like to reorder the stage. The options are: Move to Top, Move Up, Move Down, Move to Bottom. 
4. The same order of the list will then be reflected when a user goes in to select a stage from the drop-down.

To remove an Opportunity Stage:

1. Navigate to the Stages and then Opportunity Stages tab.
2. Find the stage you want to edit the listed stages. Click the ellipsis icon (three horizontal dots) to view your stage options.
3. Select Delete.
4. You will receive a pop up to verify that you would like to the delete the opportunity stage. Click Delete.

Cadence Defaults

Users have the ability to set stages for specific cadence actions when they create their cadences. These defined stages will automatically update based on that person’s most recent cadence activity.

But, if your users update stages however they please, your team wide data may suffer. One user may mark someone who as completed a cadence as "Closed" while another may say "Closed not Converted."  

By setting default stages, you can standardize stages across your users. Admins can set cadence defaults for your entire team within your stage settings.

There are two options for setting your team’s stage options:

• Default Stage Settings: Default Stage Settings are displayed when a user is creating a cadence, but can be changed by the user. Think of your default stage settings like guidelines. Your user can still select their own stages if they chose, but you are recommending the default option.
• Overridden Stage Settings: Overridden Stage Settings will automatically be set when a user is creating a cadence and the user cannot change them. In fact, when any user goes to create a cadence, the stage settings will be grayed out, figuratively set in stone.

Things to Note: If you select default and overridden stage settings, the overridden stage settings will take precedence.