> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salescaptain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Stages

> The Stages app in SalesCaptain helps you visually organize your leads, customers, and ongoing conversations into clear categories—making it easier to track progress and manage relationships at every step.

You can create and sort contacts into different stages such as **Leads**, **Customers**, **Tech Issues**, or any custom category that fits your workflow.

To get started, **download the Stages app from the SalesCaptain Marketplace** and enable it in your workspace.

## **Using Stages in the Inbox**

Once enabled, you’ll see a **Stages sidebar** in your Inbox.

* Simply **drag and drop conversations** into a specific stage to categorize them.
* You can move conversations between stages anytime as their status changes.
* This view helps your team stay organized and ensures that every contact is in the right stage of your customer journey.

## **Managing Stages**

Go to the **Stages tab** in your sidebar to see a complete overview of all contacts grouped by stage. From here, you can:

* **View** and manage the list of contacts in each stage.
* **Mark contacts as completed** once a stage is finished—completed contacts are automatically removed from active stages.
* **Edit contact details** or **mark conversations as spam** directly within the Stages tab.
* **Filter contacts** based on the assigned team member.
* **View up to two custom fields** for each contact right in the Stages view for quick context.
* **Reorder contacts or move them** between stages with a simple drag and drop action.

## Automations with Stages 

In **Captain Labs**, you can set up automations that trigger based on stage changes.\
For example:

* Automatically notify a team member when a a contact is added to the “Customer” stage.
* Send a follow-up email when a contact is marked as “Completed.”
* Create workflows to update CRM fields or trigger integrations when stages change.

These automations help you streamline your follow-ups and ensure no lead or customer slips through the cracks. Visit our Automations guide for more information.

## **Conclusion**

The **Stages** feature brings structure and visibility to your CRM management in SalesCaptain. Whether you’re tracking leads, resolving issues, or managing customer relationships, Stages helps your team stay organized and efficient—all within one platform.