Overview:
Lead Status describes the immediate action or relationship stage between your sales rep and a prospect (e.g., “New,” “Contacted,” “Qualified”). Lead Stage (or Lifecycle Stage) maps where a lead sits in your broader funnel (e.g., Subscriber → Lead → Opportunity → Customer).
Steps:
Go to Leads & Deals → Settings → Lead Status & Qualification.
Review the default Lead Status list.
Switch to the Lead Stage tab to see your funnel stages.
Note how Status is for day‑to‑-day actions, while Stage is for long‑term pipeline tracking.
Tips & Best Practices:
Keep Status values focused on one concept each (e.g., “Attempting to Contact” not “Trying & Pending”).
Use Stage only for major funnel milestones; don’t overload it with micro‑steps.
Troubleshooting / FAQs:
Q: I see both “Prospect” and “Lead” statuses—what’s the difference?
A: “Prospect” is often an early Stage; “Lead” as a Status means your rep has initiated outreach.
Q: My report shows no data by Stage—why?
A: Check that your leads have been assigned a Stage when their Status changes.