Pipeline Stages - are specific statuses assigned to each contact to easily track their progress and position within the sales funnel inside the CRM.
🟡 Note: A contact can only be assigned to one stage at a time. If you change a contact's stage, their status is updated to the new one, and they are automatically removed from the previous stage.
To access the settings, open the left side menu, go to the Settings section, and select the Pipeline Stages tab.
Pipeline Stages Management Table Overview
On the Pipeline Stages page, you will see a table containing all existing stages. For each record, the following is specified:
Name (1): The name of the stage.
Category (2): The "warmth" category of the stage.
Contacts count (3): The number of contacts currently assigned to this stage.
🟡 Note: This number is clickable. Clicking it will automatically take you to the CRM, displaying all contacts with that specific status.
Created (4): The creation date of the pipeline stage.
Creator (5): The username of the team member who created the stage.
Automatic (System) Stages
By default, the system provides a basic set of 4 system stages that help track initial interaction with a contact. These stages are assigned automatically by the platform:
New: A contact with whom there has been no interaction yet.
Approaching: The contact has been added to an automation, and outreach has begun.
Engaging: The contact has accepted your Connection Request within the automation, and the subsequent steps of the campaign continue to execute.
Replied: The contact has replied to your message.
🟡 Примітка: System statuses are linear. Once a contact has progressed past a certain stage (e.g, moved to the Replied status), you cannot manually revert them to a previous automatic stage (e.g, back to Approaching).
Basic and Custom Stages
In addition to the 4 automatic statuses, Grinfi provides a ready-made basic set of manual stages (e.g, to mark positive or negative replies, irrelevant contacts, etc). You can start using them immediately, adapt them to your needs, or create entirely new custom stages.
How to Create a New Stage:
Click the Create Pipeline Stage button in the upper-right corner.
In the modal window, enter the stage name (1).
Select a category (2). There are 4 available options: Cold, Engaging, Positive, and Negative. Categories help visually separate the warmth of the audience.
Click Create.
Editing and Sorting
You can change the order of manual stages to build the correct logical sequence for your sales pipeline. To do this, simply "grab" the desired stage using the dotted drag handle located to the left of the stage name and move it higher or lower in the list.
You can also edit the name and category of any basic or custom stage you created by clicking the pencil icon on the right.
Practical Use of Pipeline Stages in the CRM
Once your pipeline has been configured, you can actively use stages in your day-to-day lead management activities.
Contact Filtering
Go to the Contacts section in the CRM. On the left filter panel, you can select Pipeline Stage to find everyone who is at a specific stage of negotiations.
Assigning a Stage (Changing Status)
You can move contacts to new stages manually. This can be done in two ways:
In Bulk: In the general Contacts table, select the desired contacts using the checkboxes, select the Pipeline Stage option on the top panel, and apply the new status to the entire group at once.
Individually: Open the card of a specific contact by clicking on them. On the right-hand panel, locate the Pipeline stage field and select the desired manual stage from the dropdown menu.
Navigation in Messenger
Pipeline stages are also integrated into the Messenger section. On the top panel above the chat list, all of your stages are displayed as tabs. By clicking on any stage, you can instantly filter conversations and view only the chats associated with contacts currently assigned to that status.
