System stages are locked
NEW and CONVERTED cannot be renamed or removed. New leads always start at NEW, and conversion always moves them to CONVERTED.
How a lead moves
Five stages, one clear path
Every lead starts at NEW and ends at CONVERTED. The stages in between are yours to name, colour and order.
NEWSystem
Every new lead starts here, from any source.
CONTACTED
The first call or message has been made.
QUALIFIED
Need, budget and timing are confirmed.
UNQUALIFIED
Not a fit right now — kept on record for later.
CONVERTEDSystem
Becomes a contact, company and deal.
The rules
Flexible where it helps,
Flexible where it helps,
fixed where it matters
Order is the funnel order
Move a stage up or down and the funnel, reports and board columns follow the same order.
Add your own stages
Add steps like DEMO SCHEDULED or SITE VISIT. New stages are added just before CONVERTED.
A colour for every stage
Pick a colour per stage so leads are easy to scan on the list, the board and the funnel.
Safe to remove
Remove a stage you no longer need. Leads already in it keep that label until someone edits them, so nothing is lost.
Save once, used everywhere
Press Save Stages and the new list is live across Leads, Funnel & Analytics, workflows and the dialer.
One list, used everywhere
Your stages power the whole Leads module
Change a stage in one place and every screen that uses it updates with you.
- Leads list and boardThe stage column, colours and board lanes come from this list.
- Funnel & AnalyticsSee how many leads sit in each stage, in funnel order.
- WorkflowsTrigger follow-ups and reminders when a lead changes stage.
- DialerLine up and call the leads in any stage, one after another.
Set up in a minute
From default stages to your process
- 1
Open Lead Stages
In SpeedoOne CRM, go to Sales and choose Lead Stages.
- 2
Rename and recolour
Edit the names and colours of the stages between NEW and CONVERTED.
- 3
Add and reorder
Add a stage like DEMO SCHEDULED, then use the arrows to put it in place.
- 4
Save Stages
Save once and the list is live for the whole team.
FAQ
Lead Stages, answered
Common questions about setting up and changing stages.
Why can’t I rename NEW or CONVERTED?
They are system stages. New leads always start at NEW and conversion always moves a lead to CONVERTED, so the rest of the CRM can rely on them.
Where does a new stage go?
New stages are added just before CONVERTED. You can then move them up or down with the arrows to put them where they belong.
What happens to leads in a stage I remove?
They keep that stage label until someone edits the lead, so you never lose track of where they were.
Does the order of stages matter?
Yes. The order is the funnel order, and the funnel, reports and board columns all follow it.
Where are my stages used?
In the leads list and board, Funnel & Analytics, workflows and the dialer — all from the same list.
Build a pipeline that fits your team
Set your lead stages once and every screen follows. Free to start.