Pipeline stages explained
What each lifecycle stage means and when to move a contact.
PipelineUpdated
- New — just landed, no contact yet.
- Contacted — outreach sent, awaiting reply.
- Qualified — they’re a good fit and interested.
- Proposal — you’ve sent pricing or scope.
- Negotiation — back-and-forth on terms.
- Won — they signed; convert to engagement.
- Lost — closed without sale; tag with reason.
Stages are fixed in v1 — custom stages aren’t supported yet. Move a contact by dragging its card or using the Lifecycle dropdown on their detail page.