Understanding the sales pipeline
The stages a lead moves through, the stages it can end in, and how to move leads on the Pipeline board.
Every lead sits at one pipeline stage. The stages tell your team where each deal stands and what should happen next.
Working stages
A lead normally moves through these, in order:
| Stage | Meaning |
|---|---|
| New | Just arrived; nobody has spoken to them yet |
| Contacted | You have made first contact |
| Qualified | They have a real need and could buy |
| Proposal Sent | You have sent a proposal or quotation |
| Negotiation | You are agreeing terms |
Closing stages
A lead ends in one of these:
| Stage | Meaning |
|---|---|
| Won | The deal closed — convert the lead to a customer |
| Lost | The deal did not happen |
| On Hold | Paused for now |
| Prospect | Worth keeping for later, but no deal is being worked |
How to move a lead between stages
- Go to Sales → Lead and switch to Pipeline.
- Drag a lead's card into the column for its new stage.
You can also change the Pipeline stage when you edit a lead.
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