Lead lifecycle stages

Qualification is the lead pipeline

On the Leads table the primary label is Qualification (New → Attempting → Contact Info → MQL → SQL → Converted / Disqualified), not the campaign stage list below. Commercial progress lives on Deals and Deployments. Diagrams and must-haves: Inside-sales flow.

Each campaign can still own an ordered list of visit/outcome stages (leadStatuses on the campaign). Those remain useful for interaction history. New campaigns inherit the default pipeline below unless your admin customized the campaign type.

Default campaign visit stages

Order	Stage	Category	Typical meaning
0	New	NEW	Imported or created; not yet worked
1	Intro	ACTIVE	First contact or introduction visit
2	Demo	ACTIVE	Product demo completed or scheduled
3	Trial	ACTIVE	Trial or pilot in progress
4	Follow-up	ACTIVE	Active pursuit after initial touch
5	Negotiation	ACTIVE	Terms or pricing in discussion
6	Deployment	OUTCOME	Implementation in progress
7	Go-live support	OUTCOME	Post-win onboarding support
8	Won	OUTCOME	Closed won (legacy lead label — prefer deal / deployment Won)
9	Lost	OUTCOME	Closed lost — capture reason on the visit

Assigned (category NEW) also appears on the Lahore Pharmacy Campaign for leads that are assigned but not yet worked.

Categories (NEW, ACTIVE, OUTCOME) let dashboards and reports aggregate across campaigns even when stage labels differ.

How Qualification changes (commercial)

• Reps change Qualification from the leads table or lead details. Contact Info / MQL / SQL open a must-have gate.
• Attempting is set automatically when a New lead gets its first recorded interaction.
• Convert to deal (separate from Add interaction) creates the POS deal and optional addons; Qualification becomes Converted.
• Disqualified uses Deal Types lost reasons plus details.

How campaign visit stages change

• Reps and managers may still update campaign stage when logging or editing an interaction if the campaign type defines those fields.
• Reports tabs that still read campaign stage / visit history keep working — no separate spreadsheet update.

Custom stages

Campaign types can define additional visit stages or rename labels. Locked keys keep historical visit data meaningful. See Define a campaign type.

Lead qualification fields and must-haves are configured on Workspace → Deal Types → Lead qualification, not on the campaign type.

Source: default campaign list in src/lib/form-schemas.ts (DEFAULT_CAMPAIGN_LEAD_STATUSES); qualification definitions in src/lib/leads/lead-qualification-definitions.ts.