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CRM AND SALES
Conversation stage
A conversation stage is a workflow status applied to a conversation in the inbox, such as new, in progress, waiting on customer, resolved, or custom stages a business defines. Stages drive the inbox tabs and filters, pause or run SLA timers, and can trigger automation such as a CSAT request on resolve or a reminder when a conversation waits too long.
lead pipelinetagslatags notes and stages
Why it matters
Without stages an inbox is a pile. Stages make it a queue with a state: what is new, what is waiting on us, what is waiting on them, what is done. They also separate conversation workflow from sales workflow, which lives on the lead and its pipeline.
In VGraple CRM
Default stages plus custom ones per workspace, set from the conversation header or by rules and flows, with per-stage automation (send a template, assign, tag, notify) configured in settings. Lead stages and appointment stages are separate objects with their own automation. The stages guide explains the three.