Creating and Customizing Stages

Learn about LeadSimple's default stages and how to edit them or create your own

Matt avatar
Written by Matt
Updated over a week ago

LeadSimple comes with a set of pre-made stages which are a great starting point if you haven't defined your sales process yet. These stages document a basic flow that a lead would go through in your sales funnel.

Stages are completely customizable, though, so that you can design and build it in a way that works best for you and the way your team is structured.

Stage Categories

Your stages are split up into 5 different categories: Prospective, Potential, Current, Missed and Invalid.

  • Prospective: For leads who have expressed interest but aren't ready to have a sales conversation yet. This might be someone who just wants more information about property management, but won't be ready to rent their home for another 6 months.

  • Potential: For leads who have expressed interest and want to have a serious sales conversation to see if they want to work with you. They are leads who are looking to buy soon.

  • Current: For current clients, after you sign a contract with them.

  • Missed: For leads that you didn't close for any number of reasons (e.g. hired a competitor).

  • Invalid: For unqualified or duplicate leads.

These categories give you context about where a lead is at in your sales process just by looking at the lead in your lead list or on the lead's page. Note that the header on a lead's page is highlighted to match the stage they're in.

Creating Stages

You can create a stage by clicking the circle "+" icon next to the stage's category name and typing a name in the window that appears.

Renaming Stages

You can rename a stage by clicking the "..." icon on the right-hand side of the stage and selecting "Rename". Type in a different name in the window that appears and click "Save".

Deleting a Stage

You can delete a stage by clicking the second option in that dropdown and following the prompts.

1. If the stage has leads in it already, you'll need to select a different stage to merge these leads into.
2. Next, you'll need to choose where you want to start the leads in the new stage you're merging them into (assuming that stage has a workflow set up in it). 

  • "at the beginning of the new workflow" will start the leads at the beginning of the stage's workflow, generating the tasks for that workflow on each lead starting with the first one (just like it would if you put a lead in the stage manually).

  • "midstream, at the closest similar point" will start leads at the closest point in the workflow of the merge stage that they were at in the old stage. For example, you decide to delete the "New" stage which has leads in it and merge them into the "New Leads" stage which has a different workflow. One of those leads was on the third step in the "New" workflow so LeadSimple would put them at the third step of the "New Leads" workflow when you merge them.

Learn more about Stages & Workflows, and why and how to use them in this article series.

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