Working with leads
Pipeline stages and follow-ups
How stages, owners, priorities and follow-up reminders work together.
Stages
Each lead sits in exactly one stage. Moving a lead records who moved it and when. Closing as Lost or Unqualified asks for a reason so you can report on it later.
Owners and priorities
Assigning an owner notifies that person and, for a new lead, moves it to Assigned. Priority (low to urgent) orders the board and can be set by automation rules.
Follow-ups
Schedule a call, e-mail, meeting or task with a due date. Owners are reminded before it is due; completing it records the outcome on the timeline.
Last updated 17 Sep 2026.
Documentation for Lead Management System.
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