In this guide, you’ll learn how to view, edit, and customize your sales pipeline stages in LeadCenter.ai.
Pipeline stages help you visualize and track where each lead is in your sales process — from the first contact to becoming a client.

1. Accessing the Sales Pipeline

To open your sales pipeline:

1. Click Pipeline from the blue menu on the left-hand side.
2. Select All or Open to display the full list of leads in your pipeline.

Whenever a new lead enters the system — whether captured automatically, added manually, or uploaded via CSV — it can be included in your pipeline.

Each lead then progresses through your configured stages, such as:

• New
• Attempting
• Discovery Call
• First Appointment
• Pending
• Became Client

2. Purpose of Pipeline Stages

Pipeline stages allow you to:

• Organize leads by their sales progress.
• Track team performance across different sales milestones.
• Identify bottlenecks in the conversion process.
• Customize the sales journey to match your firm’s workflow.

All stages are fully customizable — you can rename them, reorder them, or add entirely new ones.

3. Customizing Pipeline Stages

To modify your pipeline stages:

1. Click your name in the upper-right corner.
2. Select Settings.
3. Under Contact Capturing, click Pipeline Stages.

This opens the Pipeline Stages page, where you’ll see all existing stages with their names, colors, and descriptions.

4. Understanding Stage Settings

Each stage can include the following attributes:

• Name and Description – The description appears when hovering over the stage in the Sales Pipeline or Contact Details page.
• Open or Closed Status – Defines whether the lead is still active (open) or completed (closed).
• State Type – Each stage can be marked as Won, Lost, or Other depending on the outcome.
• Icon and Color – Choose from over 5,000 icons to visually distinguish each stage.
• Stage Order – Drag and drop stages to control their order in the pipeline.

For example:
If you want the “Re-Engaged” stage to appear before “Attempting,” simply drag it above that stage in the list.

5. Editing an Existing Stage

To edit a stage:

1. Click the three dots on the right side of the stage.
2. Select Edit.
3. Modify any of the following:
   • Stage name
   • Description
   • Color
   • Status (Open/Closed)
   • Stage state (Won/Lost/Other)
   • Icon
4. Click Save when done.

Your changes will be reflected immediately in the sales pipeline.

6. Adding a New Stage

To create a new sales stage:

1. Click Add New Stage in the upper-right corner.
2. Enter the following details:
   • Stage Name: For example, Second Appointment.
   • Description: Second Appointment booked with client.
   • Color: Choose one (e.g., green).
   • Status: Leave as Open since the lead is still active.
   • Stage Type: Set to Other because it’s not yet won or lost.
   • Icon: Use the icon picker (e.g., search for “calendar”).
3. Click Save.

By default, new stages appear at the top of the list.
To reposition it, drag it to the appropriate location — for instance, after First Appointment.

7. Managing Stage Assignments

Once a new stage is created, you can move leads into it from the pipeline view:

1. Open any lead in the pipeline.
2. Click on its current stage.
3. Select Second Appointment (or the newly added stage).

The lead will now appear under that stage in the pipeline view.

You can also hover over the stage name in the pipeline to see its description, confirming that your configuration is applied correctly.

8. Key Benefits of Custom Pipeline Stages

• Aligns the sales process with your team’s actual workflow.
• Makes it easier to track and forecast revenue.
• Enables visual management of leads at each step.
• Improves accountability by clarifying ownership and progress.

9. Summary

By customizing your pipeline stages in LeadCenter.ai, you can ensure that your sales tracking reflects your real business process, providing better visibility and control over your lead management.

Thank you for watching.