Stageory

Account types & status

Categorize each account by type, and see its contacts and projects — with their status — all in one place.

Open in Stageory
  1. 1

    Open an account

    From Accounts.

    • In Accounts, click an account to open it (or Add account to create one).
    app.stageory.com
    The Accounts list
  2. 2

    Set the account type

    Edit & save.

    • In Edit account, pick the Account type — Brokerage, Escrow, Realtor Team, Vendor, Investor, Property Management, Builder, or Other.
    • The drawer also shows the account's linked contacts and its projects with each project's status, so it's the hub for everything tied to this client.
    • Click Save changes.
    app.stageory.com
    The Edit account drawer

Tips

  • Filter the account list by type to focus your outreach.

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