> ## Documentation Index
> Fetch the complete documentation index at: https://help.pipelime.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead stages and the funnel view

> The six fixed stages, what moves a lead between them, and the drag-and-drop funnel board.

export const UiPath = ({children}) => {
  const parts = String(children).split(/\s*(?:→|>)\s*/).filter(Boolean);
  return <span className="pl-path">
      {parts.map((part, index) => <span key={`${index}-${part}`}>
          {index > 0 && <span className="pl-path__sep">→</span>}
          {part}
        </span>)}
    </span>;
};

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

Every lead sits in exactly one of six fixed stages (Untouched, Contacted, Opportunity, Meeting Scheduled, Converted and Closed), and the funnel board is the view that shows all six at once, as columns you can drag cards between.

<div className="pl-availability">
  <div className="pl-availability__row">
    <div className="pl-availability__label">Where</div>
    <div className="pl-availability__value"><span className="pl-path">Leads<span className="pl-path__sep">→</span>Funnel</span></div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">Your role needs</div>
    <div className="pl-availability__value">Read access to Funnel <code>read-leads</code>. Admin, Member and Viewer have it by default.</div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">To create or change</div>
    <div className="pl-availability__value"><code>create-leads</code> to add one, <code>update-leads</code> to change one, on top of the permission above.</div>
  </div>

  <div className="pl-availability__note">Not listed in the sidebar today; reachable from the surfaces that link to it, and by URL. If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.</div>
</div>

The board lives inside the Prospects page. Open <UiPath>Leads → Prospects</UiPath>, then use the two-button view switch at the top right of the header: the first button is the table, the second is the board. They are icons, and the words **List** and **Funnel** appear as their tooltips rather than on the buttons.

<Screenshot id="leads/lead-stages-and-funnel-view--board" url="/leads/prospects?view=funnel" alt="The funnel board with six columns (Untouched, Contacted, Opportunity, Meeting Scheduled, Converted, Closed), each headed by a colored dot, a title and a count badge, and holding lead cards with an avatar, name, company and created date" caption="Every column is its own paginated list, filtered to one stage. Nothing here is a summary of the table view." />

The six stages always appear in this order, left to right on the board, and each one carries a fixed color that partner branding does not change:

| Order | Stage                 | Color on the board |
| ----- | --------------------- | ------------------ |
| 1     | **Untouched**         | Gray               |
| 2     | **Contacted**         | Orange             |
| 3     | **Opportunity**       | Blue               |
| 4     | **Meeting Scheduled** | Purple             |
| 5     | **Converted**         | Green              |
| 6     | **Closed**            | Red                |

Nothing in the product lets you rename, reorder, add or remove a stage. The six of them are fixed, not a setting you can open.

## How it behaves

### Each column is its own filtered, paginated list

A column shows every lead whose stage matches it, narrowed by whatever else is set in the Prospects page's search, lead-generation, tag and date filters. Those filters are shared between the table and the board, so a filter you set before switching views is still set when you get there, and changing one reloads every column.

The number beside a column's name is how many leads match that stage in total, not how many cards are loaded. A column loads one page of cards at a time; while more exist than are shown, a **Load More** button at the bottom of the column pulls in the next page and shows how many are still waiting. A column with nothing in it says **No leads here yet** instead of leaving an empty space.

<Note>
  If the workspace has no leads at all and no filter is set, the Prospects page shows its **No leads yet**
  screen instead. There is no toggle and no board to switch to until you add or find your first lead.
</Note>

### A card shows enough to recognize the lead without opening it

Every card carries the lead's avatar, its name (or its email address, if the lead has no name), and the date it was created. The company's name sits underneath when a company is attached, with the company's logo beside it when there is one, and the email address gets its own line when it is not already the card's title. Clicking the name opens that lead's own page. A converted lead with a recorded value also shows that value as a small green chip.

### Dragging a card changes its stage

Drop a card on a different column and its stage becomes that column's stage. Dropping it back on the column it came from, or outside a column altogether, changes nothing. The move happens on screen immediately and is saved right after; if saving fails, the card returns to where it started and a notification says the update failed.

Picking a card up needs the `update-leads` permission. Without it you can still click a card's name to open the lead. You just cannot move it.

### Dropping into Converted asks for a value

<Screenshot id="leads/lead-stages-and-funnel-view--conversion-value" url="/leads/prospects?view=funnel" alt="The Set Conversion Value dialog open over the funnel board, asking 'Would you like to record a value for this conversion?' with a dollar-sign amount field and Skip and Save buttons" caption="On the board, only a drop into Converted asks this; a drop into any other column moves the card with no follow-up." />

Drag a card into **Converted** and, once the stage change has been saved, the **Set Conversion Value** dialog opens and asks whether you want to record a value for the conversion. (If the stage change fails, you get the error notification instead and no dialog.)

Type an amount and choose **Save** to store it. The field is prefixed with a dollar sign and there is no currency picker; **Save** stays disabled until you type something. Choose **Skip**, or click outside the dialog, to leave the value unset.

Either way the lead stays Converted. The stage was written when you dropped the card; recording a value is a second, optional save. Skipping it is not final. A converted lead's own page carries a **Conversion Value** card with an **Add Value** button, and an **Edit** button once a value is there. The same dialog opens from that card, and from a move to Converted made on the lead's own page.

The dashboard's **Revenue Generated** figure adds these values up, so a converted lead you skipped still counts as a conversion but contributes nothing to that number.

### Some stages are set for you

You are not the only one who moves a lead. A lead starts in **Untouched**. From there:

* The first outbound message a campaign creates for the lead (email, LinkedIn or WhatsApp) moves it to **Contacted**, and only from **Untouched**. A lead already further along stays where it is.
* A reply the AI reads as interested moves it to **Opportunity**, unless the lead is already **Meeting Scheduled** or **Converted**. A reply it reads as a hard rejection moves it to **Closed**, and so does an unsubscribe.
* A meeting booked on the lead, or confirmed by the AI in the thread, moves it to **Meeting Scheduled**, never over a lead that is already **Converted**.

**Converted** is the one stage nothing sets on its own: you set it, on the board or on the lead's page, or a workflow block does. Closing and reopening have their own rules. See [Automation toggle, closing and reopening leads](/en/leads/automation-close-and-reopen).

### Where the stage shows up outside the board

<Screenshot id="leads/lead-stages-and-funnel-view--stage-chips" url="/leads/prospects" alt="Close crop of the Stage column in the Prospects list, showing a small colored chip on each row naming the lead's stage" caption="The chip names the stage, and takes its color from the app theme rather than from the board." />

Switch back to **List** and the **Stage** column shows each lead's stage as a small chip. Those chips take their color from the app theme rather than from the fixed values the board uses, so a chip is a different shade from its column's dot. On a partner-branded workspace the **Meeting Scheduled** chip picks up the partner's brand color; the other five keep the theme's own. The chip is display only: you cannot change a stage from the table.

A lead's own page shows all six stages as a track across its header, using the same colors as the board. Clicking a stage there asks you to confirm the move and then writes it, exactly as a drop on the board does, and it needs the same `update-leads` permission. Closing a lead from that page sets it to Closed; reopening it puts it back to Contacted if the lead already has messages, and to Untouched if it does not.

### The old direct link still works

`/leads/funnel` used to be its own page, and it is no longer listed in the sidebar. A workspace link (one that starts with your workspace slug) now redirects to <UiPath>Leads → Prospects</UiPath> with `?view=funnel` set and keeps any filters the link already carried. The short `/leads/funnel`, without a slug, has to pick a workspace first: it sends you to the board in the workspace you last had open, or your only one, and drops the rest of the query string on the way. If it cannot tell which workspace you meant, it sends you to the workspace list instead.

## Limits

|                                                     |                                                                                                                                                                                                                                                |
| --------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Number of stages                                    | Six, fixed                                                                                                                                                                                                                                     |
| Order                                               | Untouched, Contacted, Opportunity, Meeting Scheduled, Converted, Closed: always in this order on the board                                                                                                                                     |
| Can a stage be renamed, added, removed or reordered | No                                                                                                                                                                                                                                             |
| Starting stage                                      | Untouched                                                                                                                                                                                                                                      |
| How a lead's stage changes by hand                  | Drag its card on the funnel board, or click a stage on the track in the lead's own page and confirm                                                                                                                                            |
| What else changes a stage                           | The first outbound message (to Contacted), a reply the AI reads as interested (Opportunity) or as a rejection (Closed), a booked or detected meeting (Meeting Scheduled), an unsubscribe (Closed), closing and reopening, and a workflow block |
| Set only by hand or by a workflow                   | Converted                                                                                                                                                                                                                                      |
| Who can change a stage                              | Roles with `update-leads`: Admin and Member by default, not Viewer. Everyone who can open the board can still open a card                                                                                                                      |
| What a drop into Converted does                     | Saves the stage, then opens the **Set Conversion Value** dialog: **Save** or **Skip**, your choice                                                                                                                                             |
| Where else the stage appears                        | The **Stage** column of the Prospects list, as a chip you cannot edit there                                                                                                                                                                    |
| `/leads/funnel`                                     | Redirects to the board; the workspace-scoped form keeps any filters it was given                                                                                                                                                               |

## Related

<CardGroup cols={2}>
  <Card title="Working the Prospects list" icon="list" href="/en/leads/prospects-list">
    Columns, URL-synced filters, refresh, export, import and every row action on a lead.
  </Card>

  <Card title="The lead details page" icon="users" href="/en/leads/lead-details-page">
    Every card and header action on a lead, and which flag or channel each one depends on.
  </Card>

  <Card title="Automation toggle, closing and reopening leads" icon="circle-pause" href="/en/leads/automation-close-and-reopen">
    Pause the AI on one lead or a whole company, close a lead by hand, and understand why a lead closed on its own.
  </Card>

  <Card title="Metrics glossary" icon="chart-line" href="/en/analytics/metrics-glossary">
    What every number in the dashboard and the reports actually counts, and which ones you have to fill in yourself.
  </Card>
</CardGroup>