Lead Pipeline Stages

Understand and customize your lead pipeline workflow

5 min. Updated 2025-01-12.

Understanding Pipeline Stages

The lead pipeline helps you track where each lead is in your sales process.

  1. New Leads

    Fresh inquiries that haven't been contacted yet. These need immediate attention.

  2. Contacted

    You've reached out but haven't qualified the lead yet.

  3. Qualified

    Lead is a good fit for your services. Time to send a proposal.

  4. Proposal Sent

    Proposal has been delivered, awaiting response.

  5. Won/Lost

    Final stage - either converted to a client or marked as lost.

Tips

  • Move leads through stages as you progress to keep your pipeline accurate
  • Set follow-up reminders for leads in the 'Proposal Sent' stage

Browse more Managing Leads help articles or return to the SupaBook Help Center.

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