> ## Documentation Index > Fetch the complete documentation index at: https://docs.b2bsignals.ai/llms.txt > Use this file to discover all available pages before exploring further. # Stages > What each person stage means, what moves people between stages automatically or by hand, and how to use and rename the board. A stage says where a person is right now. Each person has one. Most stages move on their own as things happen, and you can set others by hand. Stages only describe a person. Changing a stage by hand doesn't send anything. ## What each stage means | Stage | Meaning | How someone gets there | | - | - | - | | **New** | Nobody has decided about them yet. | Automatic when a source finds them or you add them. By hand with **Set stage**. | | **Good fit** | You want to contact them. | By hand. See [Review people](https://docs.b2bsignals.ai/people/review.md). | | **In campaign** | A campaign is writing to them, or a first contact is in progress. | Automatic when they are in a running campaign or at To contact, Contacted or Connected. You can't set it by hand. | | **Replied** | They answered. | Automatic on a reply. By hand with **Set stage**. | | **Interested** | They want to talk. | Automatic when a reply is tagged interested or a meeting request, by the product or by you in Inbox. By hand with **Set stage**. | | **Meeting** | A time is booked or agreed. | Automatic on a calendar booking. By hand with **Set stage**. | | **Won** | The deal closed. | By hand only. | | **Lost** | It didn't work out. | By hand only. | | **Not a fit** | You or a rule ruled them out. | By hand, or by a source or rule that filtered them out. | ## Which stage wins A person can match more than one stage. The first match in this order is the one you see: Won, Lost, Not a fit, Meeting, Interested, Replied, In campaign, Good fit, New. So a person marked Good fit who is added to a campaign shows In campaign, and later Replied. A person in a running campaign who you mark Not a fit shows Not a fit, and their steps stop. ## What moves automatically | Event | Result | | - | - | | A first invite, message or email goes out | Pipeline stage **Contacted** | | An invite is accepted | Pipeline stage **Connected** | | A person replies | **Replied** | | A reply is tagged interested or meeting request | **Interested**, plus a task made from their reply | | A meeting is booked on the calendar | **Meeting** | | A task is added to a person with no pipeline stage | Pipeline stage **To contact** | Automatic moves only go forward, and they never move anyone off Won or Lost. Tagging a person, adding them to a list and enriching them don't change their stage. When an invite is accepted or someone replies and the person has no owner yet, the sender account's owner becomes their owner. An existing owner stays. ## Set a stage by hand Tick people and choose **Set stage**. The options are **New**, **Good fit**, **Replied**, **Interested**, **Meeting**, **Won**, **Lost** and **Not a fit**. A stage set by hand can go in any direction. * **New** clears their fit decision and pipeline stage, and brings back anyone hidden. This doesn't stop a campaign they're already in. * **Lost** opens a short dialog. See [Won and Lost](#won-and-lost). * **In campaign** isn't on the list. To put someone there, [add them to a campaign](https://docs.b2bsignals.ai/campaigns/add-people.md). ## To contact, Contacted and Connected These three are steps inside Stage In campaign. They are also how you filter it: | Pill | Who it shows | | - | - | | **In campaign** | People a campaign is working on now. | | **To contact** | No running campaign. You added a task, and nothing has gone out. | | **Contacted** | No running campaign. A message or invite went out earlier. | | **Connected** | No running campaign. They accepted an invite earlier. | A person's pill reads **In campaign** while a campaign runs, then one of the other three after the campaign ends. Find these in the **Stage** filter. See [Find and filter](https://docs.b2bsignals.ai/people/find-and-filter.md#filter-the-list). ## The board Choose **Board** next to **Table** for columns of Replied, Interested, Meeting, Won and Lost. The board is for people who have answered. New, Good fit, In campaign and Not a fit stay in the table. ![People board with Replied and Interested columns, Won and Lost drop zones, and the line Hidden column: Meeting](https://mintcdn.com/b2-b-signals-llc/u5yYe4FZtFc5vtD_/images/people/stages-board.png?fit=max\&auto=format\&n=u5yYe4FZtFc5vtD_\&q=85\&s=156b0f8be1450aef51a87d6fed8e1fc5) The board with Meeting hidden: the line under the columns links to its people in the table. To work a card: * Drag it to another column, or open its menu and choose **Move to** a column. * Open its menu and choose **Add a task…**. * Choose **See won and lost** to open those two columns, and **Hide won and lost** to close them. Drop a card there when the deal closes. * Choose **Show more** when a column has more people than it shows. The **My tasks today** chip shows your tasks due today on the cards. **All tasks…** in the board's **⋯** menu (**Board options**) opens every task. See [Tasks](https://docs.b2bsignals.ai/people/find-and-filter.md#tasks). ### Won and Lost Moving someone to Lost asks why it didn't work out. This is optional: the reasons are **No budget**, **Bad timing**, **Chose someone else**, **Wrong person** and **Other**. Under **Remind me to try again** you can pick a month, up to 18 months ahead. It creates a task on the first of that month. Choose **Move to Lost** to confirm, or **Skip** to move them without a reason. **Wrong person** also teaches Radar when Radar found this person. The other reasons are about the deal, so they don't. ## Customize stages Owners and admins can rename or hide board columns. **1. Open the settings** On the board, open the **⋯** menu (**Board options**) and choose **Customize stages…**. **2. Rename or hide** Rename **Replied**, **Interested** or **Meeting**, up to 30 characters. Clear a name to go back to the default. Use the switch to hide any of the three. **Won** and **Lost** are always shown. **3. Save** Choose **Save**. The new names apply across the product for your whole workspace. Hiding a column only removes it from the board. Its people keep their stage, and you find them in the table with the **Stage** filter. Renaming a stage changes the word, not how the stage works. ## Related > [card] [Review people](https://docs.b2bsignals.ai/people/review.md) > > Good fit and Not a fit in detail. > [card] [Find and filter](https://docs.b2bsignals.ai/people/find-and-filter.md) > > Filter by stage, owner and source. > [card] [Inbox](https://docs.b2bsignals.ai/workspace/inbox.md) > > Read replies and tag them. > [card] [Glossary](https://docs.b2bsignals.ai/help/glossary.md) > > Product terms in plain words. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.