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

# Set up stages for leads and jobs

> Give any CRM record type its own stages, move records across a board, and start an automation when a record reaches a stage.

Stages are the steps a record moves through, like Booked, In the bay and Paid for a repair job. Any record type can have them, and once it does you can see it as a board.

Your contacts already have three: **Open**, **Qualified** and **Not qualified**.

## Add stages to a record type

<Steps>
  <Step title="Open the type's settings">
    Open **CRM** and the record type's tab. Click the pencil next to its name. The **Edit type** panel opens.
  </Step>

  <Step title="Add the stages">
    Under **Stages**, click **Add first status**, then **Add status** for each one after that. Type a name in each box. Use the arrows on the left to put them in order.

    <Frame>
      <img className="shot-detail" src="https://mintcdn.com/sapt/xBY44wtgTzA0SZof/docs/mintlify/images/crm/stages.webp?fit=max&auto=format&n=xBY44wtgTzA0SZof&q=85&s=cf2ce2450f299a93fc9bb977af324a6d" alt="Stages for vehicles: Dropped off marked Start, then In the bay, Waiting on parts and Ready for pickup, each with how it ends and Person unchanged, and Add status below" width="1147" height="616" data-path="docs/mintlify/images/crm/stages.webp" />
    </Frame>
  </Step>

  <Step title="Pick where new records start">
    Click **Start** on the stage new records begin in. Only one stage can be the start.
  </Step>

  <Step title="Say how each stage ends">
    The first menu on each row says how a record in that stage stands:

    * **Open**: still in progress.
    * **Won**: the job happened or the sale closed.
    * **Lost**: cancelled, a no-show, or they went elsewhere.
    * **Done**: finished, with no win or loss.
  </Step>

  <Step title="Move the customer along, if you like">
    The second menu, **Person becomes**, moves the record's contact to a step of their lead ladder when the record reaches this stage: **Qualified**, **Scheduled**, **Paid**, **Not qualified**, **Showed** or **No-show**. If your Meta or Google ads are connected, Sapt tells them too. Leave it on **Person unchanged** to skip this.
  </Step>
</Steps>

Changes save as you go. To remove a stage, point at it and click the trash icon.

**Example: a repair job**

| Stage | Start | Ends as | Person becomes |
| - | - | - | - |
| Booked | Yes | Open | Scheduled |
| In the bay | | Open | Person unchanged |
| Paid | | Won | Paid |
| No-show | | Lost | No-show |

## Move records

<Tabs>
  <Tab title="On the board">
    Open the record type and switch to **Board**. Each stage is a column. Drag a card into the next column to move it.

    <Frame>
      <img src="https://mintcdn.com/sapt/xBY44wtgTzA0SZof/docs/mintlify/images/crm/board.webp?fit=max&auto=format&n=xBY44wtgTzA0SZof&q=85&s=0dace85c502e11a85705432ca61082f4" alt="The Vehicles board with columns for Dropped off, In the bay, Waiting on parts and Ready for pickup, and a card for each vehicle" width="1439" height="340" data-path="docs/mintlify/images/crm/board.webp" />
    </Frame>
  </Tab>

  <Tab title="In the table">
    In **Table**, click a record's stage and pick a new one under **Move to**. You can do the same at the top of an open record.
  </Tab>
</Tabs>

## Start an automation when a record moves

A record reaching a stage can start a workflow, like texting the customer a review link when a job moves to Paid.

1. Open **Workflows** and start a new one.
2. Pick the trigger **Moved to stage**.
3. Choose the **Record type** and the **Stage**.

See [Workflows](/docs/mintlify/automations/workflows) for the rest. To run a workflow for records you pick by hand, tick them in the table and click **Start automation**.

## Keep going

<CardGroup cols={2}>
  <Card title="Workflows" href="/docs/mintlify/automations/workflows" description="Text, email and follow up on their own when a record moves." />

  <Card title="Make your own record types" href="/docs/mintlify/crm/custom-objects" description="Track jobs, vehicles or estimates with your own fields." />
</CardGroup>


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