Lead stages (rep view)

Your manager configures stages per campaign. On most pharmacy field campaigns you will see:

Stage	What it usually means for you
New	On your list but not visited yet
Intro	First visit or introduction done
Demo	Demo delivered
Trial	Outlet trying the product
Follow-up	Ongoing pursuit
Negotiation	Pricing or terms discussion
Deployment / Go-live support	Post-sale rollout
Won / Lost	Closed outcome

Update stage when you log a visit if the outlet moved — that feeds your Reports and your manager’s team view automatically.

For the full pipeline table and categories, see Lead lifecycle stages (manager reference).