What the stage badge shows

Why a contact's badge reads "Buying · Offer", what the gray +1 means, and when you see the lead stage instead.

The badge in the Stage column on Contacts shows where someone stands right now: their deal if they have one, otherwise their lead stage.

What it can say

• An open deal: the deal’s side and stage, such as “Buying · Offer” or “Selling · Listed”. With more than one open deal, you see the one closest to closing, and a gray badge such as “+1” counts the others.
• Only closed deals: their most recent closed deal, such as “Buying · Closed”.
• No deals: their lead stage, New Lead, Contacted or Qualified.

On Leads, the badge is always the lead stage, since a lead with a deal moves off that list.

Colors

Each default stage has its own color: New Lead orange, Contacted gray, Qualified blue, Showing and Listing appointment amber, Offer and Listed purple, Under Contract teal, and Closed green. A deal stage you renamed shows in gray.

Filtering and sorting by stage

• The Stage filter on Contacts lists the lead stages, then each side’s deal stages, such as “Buying · Showing”. A lead stage finds the people whose badge shows it. A deal stage finds everyone with a deal there, including deals counted in “+1”.
• Sorting by Stage follows the whole journey: lead stages first, then open deals, then closed.
• Export writes the badge text into the Stage column of the file.