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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 Merge Contacts Global Search Creating Segments Creating and Saving Contacts filters Managing Notes Note Templates Defining Family Relationships How to Identify and Filter Duplicate Contacts Contact Writing and Servicing Advisors Sales Pipeline vs. Additional Pipelines Custom Fields Designer Companies Module Deals Module Families (Households) Download Notes as PDF Sales View vs Servicing Advisor View How Possible Duplicate Contacts Are Detected How to Handle Duplicate Contacts When Family Members Share the Same Email Primary vs Preferred Contact Information Risk Tolerance Employer Search in Contact Details Adding, Editing, and Deleting Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Contact Details Page Overview Contact Owner vs. Writing Advisor vs. Servicing Advisor

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 Merge Contacts Global Search Creating Segments Creating and Saving Contacts filters Managing Notes Note Templates Defining Family Relationships How to Identify and Filter Duplicate Contacts Contact Writing and Servicing Advisors Sales Pipeline vs. Additional Pipelines Custom Fields Designer Companies Module Deals Module Families (Households) Download Notes as PDF Sales View vs Servicing Advisor View How Possible Duplicate Contacts Are Detected How to Handle Duplicate Contacts When Family Members Share the Same Email Primary vs Preferred Contact Information Risk Tolerance Employer Search in Contact Details Adding, Editing, and Deleting Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Contact Details Page Overview Contact Owner vs. Writing Advisor vs. Servicing Advisor

Sales Pipeline Stages

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


Pipeline stages represent the steps contacts move through in your sales process. On this page, you can configure stage names, order, colors, icons, and whether a stage is open or closed.

If you want to learn how the overall pipeline works, see Sales Pipeline Management.

Stage Attributes

Each stage has the following attributes that can be configured:

  • Order: the stage order in the pipeline. You can drag and drop stages using the handle under the order column.
  • Open or closed stage: used in reporting. When a contact moves to a closed stage, the Closed At date is set automatically. That closed date can remain visible on the contact record later, even if the contact is no longer kept in the active pipeline.
  • State: the stage state can be Won, Lost, or Other. This affects reports and measurements such as ROI and CAC.
  • Stage name, color, and icon

Note: Closed-stage history can remain visible on the contact record even after a contact is removed from active pipeline views. For details, see Sales Pipeline Management.

System Stages

Tip: There are two system stages that appear at the top of the sales pipeline: OPEN LEADS and NEW LEADS. These cannot be changed. OPEN LEADS is a grouping of all open stages, and NEW LEADS represents contacts in the pipeline that have not yet been assigned a specific stage.

Tip: You cannot delete a stage that still has leads assigned to it, even if those leads are deleted or marked as spam.

Recommended Stage Structure

We recommend the following stages based on best practices for financial advisors, but you can customize them to fit your own sales process:

Order Stage Name Stage Description Open or Closed Stage Won or Lost
1 New This is for all the new leads that do not have a defined stage yet. This is a system stage that cannot be modified. Open Other
2 Attempting New leads that are actively being engaged Open Other
3 Re-Engaged Leads that were in a Non-Responsive status and have re-engaged through calls to action Open Other
4 Discovery Call Discovery call appointment has been scheduled to qualify the lead and schedule a first appointment with the advisor Open Other
5 First Appointment Lead is qualified and booked for a first appointment with an advisor Open Other
6 Pending Completed the first appointment and currently going through later appointments Open Other
7 Became Client (Won) Prospect converted to a client by funding an investment account or buying a product or service Closed WON
8 Not Qualified Does not meet asset level requirements Closed LOST
9 Non-Responsive Lead does not respond to calls, emails, or texts Closed LOST
10 Not Relevant Clicked the wrong ad or does not recall reaching out Closed LOST
11 Not Interested Lead responded and said they are not interested Closed LOST
12 Lost Met with your firm but chose a competitor Closed LOST
13 Terminated Became a client and later terminated the service agreement Closed LOST
14 Deceased The contact died Closed LOST

Require a Note for Closed Stages

LeadCenter can prompt users to enter a note when moving a lead to a closed stage. This helps your team document why a lead was closed.

By default, this prompt is enabled for closed stages that are not won stages. Admins can turn it on or off from the Pipeline Stages page by clicking Stage settings.

This setting applies across the account, including when users move leads to closed stages from the contact record, bulk actions, and the Contact Management Dashboard.

Important: This setting applies only to closed stages that are not marked as Won. The won-stage modal still appears regardless of this setting.

If the prompt is turned off, users can still add notes manually from the contact record. Only admins and owners can change this setting.

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.