Manage Lead Stages

March 12, 2026

Overview #

Lead stages represent different phases of the sales process. Managing stages allows teams to track where each lead is in the pipeline.

{screenshot of lead stage management}

Common Stages #

New Lead
Contacted
Negotiation
Won
Lost

Editing Stages #

Administrators may:

Add stages
Rename stages
Delete unused stages

Stages improve pipeline visibility and sales tracking.