Stages are set automatically based on reply detection and sentiment, but you can override any client's stage at any time. Useful when you've had a conversation off-platform, or when the classifier got it wrong.
When To Override
- You called the client and they're in. The classifier didn't see this - move them to Interested.
- You met in person at an event and they want to renew with you. Move them to Interested.
- A reply was misclassified. A "thanks for thinking of me but I'm staying with my bank" might have landed in Interested. Move it to Not Interested.
- A client's situation changed. Someone who was Not Interested last year might be ready now. Move them out of Not Interested.
How To Update The Stage
- On the Contacted page, find the client row.
- Click the stage chip on that row.
- Pick the new stage from the dropdown (No Reply, Interested, Not Interested, Inactive).
- The change saves immediately.
You can also change the stage from the client's detail view (open by clicking the row).
How Manual Overrides Interact With Future Reply Detection
A manual override doesn't disable future reply detection. If you mark a client Interested manually and then they reply later with negative sentiment, we'll move them to Not Interested. The classifier always reflects the latest signal.
If you want to fully lock a stage, the practical pattern is to mark them Not Interested - that protects them from future auto outreach and represents your decision clearly.
Reverting An Override
Just open the stage chip again and pick a different stage. There's no separate "revert" action - you can move a client between stages as many times as you want.
What To Do Next
- See what each stage means: Contacted Stages Explained.
- Understand how sentiment drives auto stage changes: Reply Tracking And Sentiment.