Understanding pipeline stages

Your sales pipeline is divided into stages to track the lead journey:

• New: Leads just captured, no AI interaction yet.
• Contacted: AI has initiated or responded to a message.
• Qualified: Lead has expressed interest or met criteria.
• Meeting Scheduled: A conversion event (e.g., booked call).
• Closed: Deal won or lost.

You can drag and drop leads between stages in the Pipeline view.