Account Stages in Salesloft represent where an Account is in your sales process. Keeping Account Stages up-to-date provides valuable insights into deal progression and allows for focused filtering and reporting.

In this article, you will learn the different ways to update an Account's stage, including:

• Video - Edit the Account Stage
• Edit the Account Stage
• Before You Edit the Account Stage 
• Edit Account Stage Instructions
• Additional Information: Edit Account Stage
• Next Steps: Utilize Account Stages

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Video - Edit the Account Stage

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Before You Edit the Account Stage 

• Have a Salesloft account with permission to edit Accounts.
• A team admin can configure which stages you see from the Stage Settings.

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Edit Account Stage Instructions

To edit an Account Stage, you can use either of the following methods: 

Method 1: Update from the Accounts Page (Bulk Update)

1. Go to the Accounts List: In Salesloft, navigate to the Accounts tab to view the list of Accounts.
2. Select Accounts: Click the checkboxes next to the Account(s) you want to edit. Action buttons will appear at the top of the Account list.
3. Click "Edit": Click the Edit button. The Edit module will appear, indicating the number of Accounts to be updated.
4. Select the Stage Option: Click the Stage option. A dropdown menu with available stages will appear.
5. Choose a New Stage: Select the desired stage from the dropdown menu. Use the search option to quickly find a specific stage.
6. Update Accounts: Click the Update # Account button. (The "#" represents the number of selected Accounts.)

Figure 1: Edit Account Stage from Accounts Page

 

Method 2: Update from the Account Profile Details (Single Account)

1. Go to the Account Profile Page: Click on the Account name in Salesloft to open the Account Profile Page.
2. Find the Details Panel: Locate the Details Panel on the left side of the Account Profile Page. The Account Stage is listed at the top of the panel.
3. Click the Account Stage: Click the current Account Stage to open a dropdown menu with stage options.
4. Select a New Stage: Choose the new stage from the dropdown menu. The selected stage will be updated in the Account Details.

Figure 2: Edit Account Stage from Account Profile Page

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Additional Information: Edit Account Stage

You can also edit the Tier and Owner of Accounts using the Edit module.

Account-based Automation Rules with the Account Status

For teams using Account-Based selling models, there could be a bunch of routine operations that sellers are required to do manually to support the data hygiene on the level of Accounts and People at the Accounts. These are examples where Account-based Automation Rules may be useful. 

Specific use cases of these manual updates may include: 

• When Account stage is set to “Not Qualified”, update all people’s stage to “Not Qualified” as well. 
• When opportunity is closed and account is marked as “Customer”, update related contacts as “Customer” as well.
• When success is logged for one Person at Account, update all other People at this Account to reflect their stage.
• When the Account is updated and it meets specific criteria - add all People at this Account to a Cadence.

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Next Steps: Utilize Account Stages

• Explore how to use Account Stages for filtering, reporting, and segmenting your Accounts.
• Consider using Account-Based Automation Rules to automate stage updates based on specific criteria or actions. This can help maintain data hygiene and streamline workflows.