Statuses and pipelines
Summary
Every status and stage on the platform in one place, with what moves them forward.
Reference table
Prospecting Pipeline
| Stage | Moved by |
|---|---|
| AI · Interest Search | AI |
| Pending contact | AI |
| AI · Lead Qualification | AI |
| Hot Lead | AI / person |
| Warm Lead | AI / person |
| Cold Lead | AI / person |
| Sent to Sales | AI / person (final) |
Outbound enters at Interest Search; Inbound, at Lead Qualification. Green → Hot, yellow → Warm, red → Cold. Hot and Warm move to Sales on their own; Cold, to Remarketing. Detail in Prospecting pipeline.
Sales Pipeline
Lead Detected → Attempting Contact → Contact Made → Commercial Diagnosis (asks for feedback) → Preparing proposal (asks for the quote) → Proposal Sent (asks for the sent quote) → Negotiation → Closed-Won · Closed-Lost (asks for the reason) · Not Contacted.
You move forward one stage at a time and cannot move back; Closed-Lost and Not Contacted can be reached from any stage; Won only from Negotiation. Quotes move the lead on their own. Detail in Sales pipeline.
Remarketing Pipeline
Cold → Re-contact → Nurturing → Re-engaged → Recovered · Lost. Cold leads enter on their own; Recovered and Lost can be reached from any stage.
Post-sales Pipeline
Onboarding → Active → Follow-up → Upsell → Retained · Churn. Manual entry from won customers; Retained and Churn can be reached from any stage.
Contacts
| Field | Values |
|---|---|
| Status | Lead · Customer · Lost |
| Qualification | Hot · Warm · Cold |
Accepting a quote sets the contact to Customer; rejecting it, to Lost (if they have no other accepted quote).
Prospecting campaigns
Created → Agents launched → In progress → Finished · Cancelled. Also: Paused or Paused · no credit.
Calls
Starting · Calling · Contacted · Failed · No answer.
Quotes
Pending · Draft · Sent · Viewed · Changes requested · Accepted · Rejected · Expired · Closed · Archived. Detail in Quotes.
Tickets
Open · In progress · Resolved · Closed (final). SLA: Due · Overdue · SLA met · SLA breached.
Appointments
Scheduled · Confirmed · Completed · Cancelled · No-show. The last three are final.
Conversations
Mode: AI · Human · Closed. Status: Open · Closed.
Knowledge base documents
QUEUED · PROCESSING · READY · ERROR · UPDATING · TRUNCATED.
Support requests
Open · In progress · Resolved · Closed.
Team members
Pending · Active · Disabled.