Update lifecycle stage

Keep one current lead stage for each contact, based on evidence.

How it works

1. 01

   When to use

   When to use. The conversation confirms a meaningful change in the customer’s buying or service journey.

2. 02

   Set up permissions

   Set up permissions. Add the skill and choose the stages this agent can apply. Use @ to insert a linked allowed stage.

3. 03

   Example instruction

   Example instruction. Move to @Interested only when the customer explicitly requests price or enrollment details. Do not mark a sale as won based on interest alone.

4. 04

   Customer context

   Customer context. Insert $ variables for selected contact fields if a stage decision needs saved information.

5. 05

   What happens

   What happens. The action updates the existing contact lifecycle stage, visible in the customer panel and Contacts. It does not create a separate opportunity.

6. 06

   Limitations

   Limitations. Stage names do not override configured qualification rules. Use the Qualification skill for deterministic required-field checks. An unavailable stage reference must be corrected before saving.

What to verify