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).
Quick Triage From The Row
The Interested column on each Contacted row has two shortcuts - a check (Interested) and an X (Not Interested). Click one to set that stage without opening the dropdown. Click the same button again to clear it and send the client back to plain Contacted. This is the fastest way to mark clients as you work down a call list.
Marking a client Interested or Not Interested stops their remaining automated follow-ups. If you clear that flag - say you tapped it by accident, or the client came back around - the client returns to Contacted and any paused follow-up cadence resumes from where it left off. You won't have to re-enroll them by hand.
If a client's follow-up cadence is off for another reason, the Next column shows a Turn on follow-ups button instead of a scheduled date. Click it to re-arm the ladder - the client picks up right where the cadence would have been, so nobody gets flooded with catch-up emails. See Follow-Up Progress Dots for how the ladder itself is timed.
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.