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Contact Management

Sales Pipeline Stages
Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts

Contact Management

Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts

Sales Pipeline Stages

* Page referenced in this article: sales pipeline stages page.

In this page you can configure your pipeline stages. Each stage has the following attributes that can be configured:

  • Order: the stage order in the workflow, you can drag and drop stage using the handle under the column order.
  • Open or closed stage. This is used in a lot of reporting. If you close a lead, the closed_at date will be set to today, but you can change that from the Leads Overview page.
  • State: the stage state can be won, lost, or other. This is also used in reports and determining important measurements like ROI, CAC, etc.
  • Stage name, color, and icon

Tip: there are two more stages that appear on top of the sales pipeline, OPEN LEADS and NEW LEADS. Both are system stages that can't be changed. OPEN is a grouping of all open stages and NEW is all leads that don't have a stage yet.

Tip: You can't delete a stage that has leads assigned to it. Even if the lead is deleted or marked spam.

We recommend keeping the stages in the pipeline to less than 10 so it is easier for your team to understand and manage by your team.

To manage the sales pipeline click here.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.