Lead lifecycle stages
Track where each contact stands — from a new lead to an active or past client.
Every contact has a Stage that shows where they stand with you. Use it to keep your pipeline organized — who's new, who's working with you now, and who's wrapped up.
The stages
Foreman ships with six stages:
- Lead — a new contact you haven't qualified yet. Every new contact starts here.
- Prospect — an active opportunity you're pursuing.
- Active — someone you're currently doing work for.
- Past Client — a finished relationship you may return to.
- Lost — an opportunity that didn't close.
- Archived — set aside, out of your active list.
Change a contact's stage
- From the sidebar, click Contacts.
- Double-click the contact to open it. (A single click selects the row; on a phone or tablet a single tap opens it.)
- In the Stage dropdown, pick the new stage.
- Click Save.
Note
The Stage dropdown only appears when you open an existing contact. Brand-new contacts are always created as a Lead.
See stages at a glance
The Stage column in the contact list shows each contact's current stage as a colored pill, so you can scan your whole pipeline at once. To focus on one stage, click Filters in the toolbar and pick a Stage — the list offers All Stages plus every stage above.