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

# Set Your Sales Agent's Spending Limit and Keep Contact Stages in Step

> Cap what a chat with your sales agent may spend, and have each contact's stage follow their deal through your pipeline

Your sales agent's settings apply to everyone on your account. Two of them shape everyday use: the most a chat with it may spend, and whether a contact's stage follows their deal, so your contact list always shows who is close to buying.

This guide sets both on Northwind and moves a demo deal to show the contact following it.

## Open the settings

Click **CRM** in the left rail, then **Setup** in the bar at the top, then **Settings**. Under **AI**, click **Sales agent**. The page is titled **Your sales agent settings**.

![CRM settings with Sales agent under AI, outlined, and Setup at the top, outlined; the page Your sales agent settings, For everyone on this account](https://mintcdn.com/locusdigital/pfRsBKCfw1ChN0VU/images/how-tos/crm/sa-01-open-closeup.webp?fit=max\&auto=format\&n=pfRsBKCfw1ChN0VU\&q=85\&s=bf82ac848773064d3449cdd6550d588c)

Your sales agent settings

## Cap what a chat may spend

**1. Type the most a chat may spend**

Under **Most you spend per chat**, type an amount in dollars. When you type to your sales agent on the CRM pages, it stops the chat once it has used that much. The limit does not apply to mentions in Discussions, its reminders, tasks you give it, or work in a Room.

![Most you spend per chat, with its explanation and the amount 3.00 in dollars, outlined](https://mintcdn.com/locusdigital/pfRsBKCfw1ChN0VU/images/how-tos/crm/sa-02-limit-closeup.webp?fit=max\&auto=format\&n=pfRsBKCfw1ChN0VU\&q=85\&s=bbbc0b56d6c27de236f5c5b8b27a3c92)

The most one chat may spend

**2. Save**

Click **Save** at the bottom. **Saved** appears beside it.

![The Save button and the note Saved, outlined](https://mintcdn.com/locusdigital/pfRsBKCfw1ChN0VU/images/how-tos/crm/sa-04-saved-closeup.webp?fit=max\&auto=format\&n=pfRsBKCfw1ChN0VU\&q=85\&s=dec93729fd08e9ce64b3433ddb54b105)

Saved

**How hard it thinks** has nothing to choose: on the CRM pages, in Discussions, and for its reminders and tasks, your sales agent works at the same level as a Room set to Standard. Only work you hand it in a Room set to Premium goes deeper.

## Keep contact stages in step with deals

Tick **Keep contact stages in step with deals** and click **Save**. From then on, when a deal moves to a stage that has a matching contact stage, every contact on the deal moves too.

![The ticked box Keep contact stages in step with deals, with its explanation, outlined](https://mintcdn.com/locusdigital/pfRsBKCfw1ChN0VU/images/how-tos/crm/sa-03-stage-sync-closeup.webp?fit=max\&auto=format\&n=pfRsBKCfw1ChN0VU\&q=85\&s=12adb7ecff81f178cbfe575b01f98536)

Contacts follow their deals

### Choose the matching stages

Each pipeline stage can have a matching contact stage. Open **Pipelines & stages** in CRM settings: a stage with a match shows it after an arrow. Northwind's Café Accounts pipeline matches Inquiry to Lead, Tasting Scheduled to Prospect, Trial Order to Opportunity, and Closed Won to Customer.

![The Café Accounts pipeline: Inquiry to Lead, Tasting Scheduled to Prospect, Trial Order to Opportunity and Closed Won to Customer, each match outlined; Closed Lost has none](https://mintcdn.com/locusdigital/pfRsBKCfw1ChN0VU/images/how-tos/crm/sa-05-stage-matches-closeup.webp?fit=max\&auto=format\&n=pfRsBKCfw1ChN0VU\&q=85\&s=dc4b04dbb8bcf273e2d7036b7c601c0d)

Each stage and the contact stage it matches

To set or change a match, click the pencil beside the stage and pick one under **Matching contact stage**, then **Save**. When you add a stage, pick its match in the list beside the stage name. A stage with **No contact stage** never moves anyone.

## See it work

**1. Note the contact's stage**

Ava Larsen, the contact on Northwind's demo deal, is a **Lead**. The deal is at **Tasting Scheduled**.

![The contact Ava Larsen with the stage Lead, outlined](https://mintcdn.com/locusdigital/pfRsBKCfw1ChN0VU/images/how-tos/crm/sa-06-contact-before-closeup.webp?fit=max\&auto=format\&n=pfRsBKCfw1ChN0VU\&q=85\&s=6ee4ffa9745e3cced9b67a282b384105)

Before: a lead

**2. Move the deal**

On the deal's page, click **Edit deal**, choose the new **Stage**, here **Trial Order**, and click **Save**. Moving the deal's card on the **Deals** board works the same way.

![Edit deal: Status Open, Pipeline Café Accounts, Stage Trial Order, outlined, and the Save button, outlined](https://mintcdn.com/locusdigital/pfRsBKCfw1ChN0VU/images/how-tos/crm/sa-07-move-deal-closeup.webp?fit=max\&auto=format\&n=pfRsBKCfw1ChN0VU\&q=85\&s=411696755d3d00126e397f1691a37418)

The deal moves to Trial Order

If the page still shows the old stage after you save, reload it.

**3. Check the contact**

Open the contact. Ava Larsen is now an **Opportunity**, because Trial Order matches Opportunity, and her deal shows **Trial Order**.

![The contact Ava Larsen with the stage Opportunity, outlined, and under Deals, Test Roastery (demo) trial order, Trial Order, USD 1,500, outlined](https://mintcdn.com/locusdigital/pfRsBKCfw1ChN0VU/images/how-tos/crm/sa-08-contact-after-closeup.webp?fit=max\&auto=format\&n=pfRsBKCfw1ChN0VU\&q=85\&s=3f7b257c55402876b75d76ac1e9889d4)

After: an opportunity

## Good to know

* **Only a move changes the contact.** Linking a contact to a deal leaves their stage as it is until the deal next moves to a stage with a match.
* **Every contact on the deal moves,** so check who is linked before you move a deal with several contacts.
* **More:** [Set Up Your Sales Pipeline and Its Stages](/how-tos/crm/pipeline-stages.md) and [Ask Your Sales Agent About Your Pipeline](/how-tos/crm/ask-your-sales-agent.md).


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