Lead lifecycle stages

Each campaign owns an ordered list of lead stages (leadStatuses on the campaign). New campaigns inherit the default pipeline below unless your admin customized the campaign type.

Default stage pipeline

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
9	Lost	OUTCOME	Closed lost — capture reason on the visit

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

How stages change

• Reps and managers update stage when logging or editing a visit (visit form includes stage when the campaign type defines it).
• Managers can also change stage from the Leads grid row actions.
• Reports tabs (Visits, Leads & MTD, Conversion, Outcomes) read the current stage and visit history — no separate spreadsheet update.

Custom stages

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

Source: default list in src/lib/form-schemas.ts (DEFAULT_CAMPAIGN_LEAD_STATUSES).