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Managing Stages in AgentRoof CRM

What Are Stages?

Stages help organize leads based on their current position in the sales process. Examples of stages include Lead, Active Buyer, Active Seller, and other custom stages that match your workflow.

Note: A lead can be assigned to only one stage at a time, while a single stage can contain multiple leads.

Why Are Stages Important?

Stages provide a structured way to track lead progress and manage your sales pipeline. By using stages, you can:

  • Monitor where leads are in the sales process.
  • Organize leads based on their current status.
  • Filter and manage leads more efficiently.
  • Apply stage-specific automations and communications.
  • Gain better visibility into your pipeline.

Note: System default stages created by AgentRoof cannot be edited or deleted.

Viewing Leads by Stage

There are two ways to view leads by stage.

From the CRM Page
    Navigate to the CRM page. Use the horizontal stage slider at the bottom of the page to browse available stages. Select a stage to filter and view leads assigned to that stage.
    From the Stages Page
    1. Navigate to Settings, and then select Stages.
    2. All available stages will be displayed on the Stages page.
    3. If needed, use the Search Stage field to quickly find a specific stage.
    4. Click the number displayed in the Leads column.

    The list of leads assigned to the selected stage will be displayed.

    Creating a New Stage

    1. Navigate to Settings > Stages.
    2. Click the + icon or Add New button.
    3. Enter the stage name.
    4. Click Add Stage.

    The new stage will be created successfully.

    Merging Stages

    Notes:

    • System default stages cannot be merged.
    • A minimum of 2 and a maximum of 10 stages can be merged at a time.

    Steps

    1. Select the checkboxes next to the stages you want to merge.
    2. Click Merge Stages from the top menu.
    3. In the pop-up window, select the Main Stage.

    What Happens During a Stage Merge?

    When stages are merged:

    • The selected stages are removed from all associated leads.
    • The Main Stage is assigned to all leads belonging to the selected stages if it is not already assigned.
    • The selected stages are removed after the merge is completed.

    Moving Associated Items

    You can optionally move the following items from the selected stages to the Main Stage:

    • Action Plans
    • Listing Alerts
    • Newsletters
    • Market Updates

    When this option is selected:

    • Action Plans, Listing Alerts, Newsletters, and Market Updates from the selected stages will be assigned to leads under the Main Stage if they are not already assigned.
    1. Click Merge Stages to complete the process.

    Result

    The selected stages will be merged successfully, and all associated leads and optional stage-related assignments will be consolidated under the Main Stage.

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