Manage contact stages

Organization owners and admins can manage the stages their team uses from Settings → Contact stages. Stage management lives only in Settings, so agents and other teammates can use the current stage list without changing its structure.

Know what is protected

Two stages are operationally special and cannot be renamed, reordered, or deleted:

• New is always first. New contacts start here, and restoring an archived contact returns it here.
• Archived is always separate from the active stages. It is the only stage that removes contacts from All Active and runs the normal archive lifecycle behavior.

All Active is a computed view, not a stage. It includes every non-archived contact, regardless of how your organization names or orders its editable stages.

Add, rename, and reorder stages

1. Open Contact stages

   Go to Settings → Contact stages. The list keeps New at the top, Archived at the bottom, and your editable stages between them.

2. Add a stage

   Click Add stage, enter the display name your team should see, and save. The new stage becomes available anywhere SAMI OS asks for an active contact stage.

3. Rename a stage

   Use the edit control beside an editable stage, change its name, and save. Only the display name changes; the hidden internal key stays stable so existing references continue to work.

4. Reorder stages

   Drag editable stages into the order that matches your process. New and Archived remain in their protected positions.

Delete and remap a stage

An editable stage cannot be deleted without a replacement. The replacement must be another active, non-archived stage.

1. Open the deletion preview

   Use the delete control beside the stage. SAMI OS shows how many contacts, workflow references, Smart Lists, and shared views currently use it.

2. Choose a replacement

   Select an active stage other than Archived. The replacement receives every current reference shown in the preview.

3. Delete and remap

   Click Delete and remap. Contacts, workflows, Smart Lists, and shared views move to the replacement together. Existing API calls and Zaps that still send the deleted stage's stable key are redirected to the replacement.

Stage colors

Colors are not configurable in this release. Existing default stages keep their current colors, and stages your organization adds use the product's neutral stage style.

Related articles

• Understand contact stages
• Find your way around Settings
• Understand roles and what each can do