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Contact Stages

4 min readBy the Flovoo team

What are Contact Stages?

Contact Stages let you classify each contact based on where they are in your workflow — like New Lead, Interested, or Customer. Stages appear in the conversations list and on the Contacts page, giving your team instant context at a glance.

Setting up your stages

Before you start, create your stages from the settings page.

  1. Go to Settings → Contacts → Contact Stages

    Chats page in Flovoo with the conversation list on the left and an empty reading pane, and a red arrow pointing to the settings icon in the sidebar, outlined in red.
    Flovoo settings home showing cards grouped under Organization, Contacts, Inbox, WhatsApp Manager and CTWA, with the Contact Stages card outlined in red.

  2. Click + Add Stage

    Contact Stages settings page listing the in-progress stages New Lead, Contacted, Interested and Customer alongside the Lost stage, with a red arrow pointing to the Add Stage button outlined in red.
  3. Enter a name and choose a color

  4. Click Save

    Contact Stages page with a new stage named "vip lead" being typed and a row of colours to pick from, and a red arrow pointing to the Save changes button in the unsaved-changes bar.

To manage an existing stage, click the ⋯ next to its name to access the following options:

Contact Stages page with a red arrow pointing to the options button (three dots) beside the Interested stage.
  • Set as Default — this stage will be automatically applied to new contacts
  • Delete Stage — permanently removes the stage

Note: The platform includes a dedicated Lost Stages section to track contacts that didn't complete their journey with you.

Assigning a stage to a contact

  1. Go to the Contacts page

    Contacts table listing three contacts with their phone numbers and assignees, and the Stage column outlined in red showing the coloured stage badges Customer, Contacted and New Lead.
  2. Find the contact you want to update
  3. Click on the Stage column next to their name

  4. Select the appropriate stage from the dropdown

    Contacts table with the stage picker open on one row, listing New Lead, Contacted, Interested, Customer and Lost with a Remove stage option, outlined in red.

Assigning a stage in bulk

Need to update multiple contacts or conversations at once?

  1. Go to the Contacts or Conversations page
  2. Select the contacts or conversations you want to update

  3. Choose Change Stage from the bulk actions menu

    Contacts table with all three rows selected and the bulk action bar at the bottom, where a red arrow points to the "set contact stage" button outlined in red.
  4. Select the stage and confirm

Where do stages appear?

  • Conversations list — the stage appears as a small badge below the contact's name, giving your team instant context during live conversations

    Chats page with a magnified circle over a conversation in the list, highlighting the Contacted stage badge shown under the contact's name.
  • Contacts page — stages appear in a dedicated column so you can review and update all your contacts' stages in one place
Contacts table with the Stage column outlined in red, showing the Customer, Contacted and New Lead badges on the three rows.

Filtering by stage

Filter your contacts or conversations by stage to focus on what matters most.

  • On the Contacts page: use the filter option and select the stage you want to view
  • On the Conversations page: use the filter option and select the desired stage

Tips for best use

  • Use a different color for each stage to make them easy to distinguish visually
  • Set a default stage that fits most of your new contacts to save time
  • Keep stage names short and clear so they display neatly in the conversations list
  • Use bulk edit to update multiple contacts at once instead of changing them one by one

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