Set up lead phases

Create lead phases and build a sales funnel per account type.

Lead phases are the steps in your sales funnel.

Each phase belongs to one account type.

Phase types

Every funnel uses three phase types.

Qualification / Initial phase

This is the start of your sales process.

Use it for the first contact with a new lead.

This can be a first phone call or an introductory meeting.

Every funnel starts here.

Example: Call appointment

Regular phase

These are the steps between first contact and the final decision.

You can create as many regular phases as you need.

Use them for the work that moves a lead forward.

This can be a meeting, a calculation, or a quote.

Examples:

• Meeting
• Calculation
• Send Quote

Closing phase

This is the final step in your funnel.

It marks the end of the sales process.

When a lead reaches a closing phase, you can choose a closing reason.

For example, use Won, Lost, or Competitor.

Only a closing phase lets you record why a deal was won or lost.

Example: Closed

Create at least one lead phase with the type Closing phase.

Without it, you cannot select closing reasons on the customer card.

Create a lead phase

1

Open CRM settings

Go to Settings.

Open CRM or search for Lead phases.

2

Add a lead phase

Open the overview.

Click Add.

3

Fill in the phase

Use a unique Code.

Enter a clear Description.

Choose the correct Phase type.

4

Set the order

Use Order number for the funnel sequence.

Then link the correct Account type.

5

Save

Repeat this for each phase in your process.

Example of a simple funnel

• Call appointment
• Send Quote
• Closed

Frequently asked questions

Can one lead phase belong to multiple account types?

No. Each lead phase belongs to one account type.

Where do I see the lead phases?

In the Overview tab on the customer card.

Do I need to use all phase types?

Use one Qualification / Initial phase at the start.

Add as many Regular phases as your process needs.

Always include at least one Closing phase.

Related articles

• Set up account types
• Set up closing reasons
• Work with customers and leads in CRM+