Reference

Pipeline Stages

Your pipeline stages are yours to name. Every stage sits in one of five fixed buckets, and that bucket — not the label — is what drives your reports and automations.

Stages are configurable#

Salesvora ships a sensible set of stages for your business type, but you can rename them, recolor them, reorder them, add your own and delete the ones you don't use — in Settings → Lead Stages. A real estate team might add Site Visit; a clinic might add Consultation Booked.

The five semantic buckets#

Every stage you create must be assigned a semantic — a fixed category that tells Salesvora what the stage means. Labels are cosmetic; the semantic is what reports, AI outreach and campaign conversion tracking actually read.

Semantic	Meaning	How Salesvora treats it
Open	New and unworked.	Counts as active pipeline.
Engaged	Actively being worked.	Active pipeline; eligible for AI outreach.
Won	Converted into a customer.	Counts as revenue and as the conversion numerator; triggers post-sale messaging.
Lost	Dead or declined.	Excluded from active pipeline; eligible for cold re-engagement.
Junk	Spam, fake or wrong numbers.	Excluded from the pipeline, conversion maths and AI outreach.

Why the bucket matters more than the name. You can call a stage “Trial Class Booked” or “Under Offer” — Salesvora doesn't care. What it cares about is whether that stage is Engaged or Won, because that is what decides whether the lead shows in your active pipeline and whether it counts as a conversion.

Default stages#

Unless you've customized them, new organizations start with stages along these lines:

Stage	Bucket	Move here when…
New	Open	A lead first arrives.
Contacted	Engaged	You've reached out (call, message, email).
Interested	Engaged	They've engaged and want to know more.
Follow-up	Engaged	They asked you to check back later.
Negotiation	Engaged	You're discussing price or terms.
Won	Won	They've committed or paid.
Lost	Lost	They chose not to proceed.
Cold	Lost	They went quiet after repeated attempts.

Changing a lead's stage#

There are two ways to move a lead:

Drag its card on the Pipeline Board to a new column.
Change the stage directly from the lead profile.

Either way the change lands instantly everywhere — dashboard, reports and every view of that lead.

How stages power your numbers#

Your conversion rate is leads in a Won stage over total leads, with Junk excluded so fake enquiries can't flatter or dent your numbers. A pile-up in any one stage is an early warning of where your process is getting stuck — see Reports.