Lead Lifecycle
Leads progress through different statuses as they move through your sales pipeline.
Lead Statuses
Normal
Default status for newly captured leads. Ready for outreach.
Favorite
High-value leads marked for priority follow-up. Toggle this status anytime by clicking the star icon.
Converted
Lead that resulted in a deal. Requires recording revenue data:
- Conversion date
- One-time revenue
- Monthly recurring revenue (MRR)
- Billing start date
Lost / Churned
After conversion, leads can be marked as lost or churned:
- Deal Lost - Deal fell through before revenue
- Customer Churned - Customer left after paying
Tracking Timestamps
The system automatically tracks key dates:
| Field | When Recorded |
|---|---|
captured_at | Lead first captured |
contacted_at | First contact made |
converted_at | Marked as converted |
lost_at | Marked as lost |
churned_at | Customer churned |
Revenue Fields
Converted leads include revenue tracking:
| Field | Description |
|---|---|
one_time_revenue | Upfront payment amount |
mrr_amount | Monthly recurring revenue |
billing_start_date | When billing begins |
Status Transitions
| From | To | Action |
|---|---|---|
| Normal | Favorite | Click star icon |
| Normal | Converted | Row action > Mark as Converted |
| Favorite | Normal | Click star icon |
| Favorite | Converted | Row action > Mark as Converted |
| Converted | Lost | Row action > Mark as Lost |
| Lost | Converted | Row action > Restore |
Loss Tracking
When marking a lead as lost or churned, you must provide:
- Type - Lost or Churned
- Reason - Why the deal failed (required)
This helps identify patterns in lost deals.