Lead Stages: Map Your Funnel, Track Every Contact

Lead Stages let you categorize every Contact by where they sit in your funnel — set manually, set automatically, segment on, and report against.

Every prospect journey is different. But underneath the variability, every journey follows a general flow you can describe in stages — Awareness, Interest, Evaluation, Customer, whatever your team calls them. Lead Stages are how Paminga represents that flow per Contact.

What Lead Stages Are Good For

Once you've defined the stages your funnel actually has, you can:

• Manually set a Contact's Lead Stage from the Contact Detail page
• Automatically set it via the Set Lead Stage Action in any Workflow, Drip Series, or Action Set
• Assign on import via CSV upload
• Assign on form submission via Form Actions
• Use as a Segment condition — anywhere Segments drive behavior in Paminga
• Watch the flow through the Paminga Funnel Report

That last one is the payoff. You can see how many contacts moved from Awareness to Interest last quarter, where the drop-off is, which channel produces stage progression fastest.

Lead Stage Change Actions

Lead Stages don't just describe state. They can trigger behavior.

When a Contact's Lead Stage changes, Paminga fires any Lead Stage Change Actions configured for that stage. Like everywhere else in Paminga, these can be Global or Conditional — fire for everyone, or only for contacts matching specific criteria.

A few obvious plays:

• Contact moves from MQL → SQL — notify the AE, create a Salesforce task, start the SDR cadence
• Contact moves from Customer → Churned — pause all active nurtures, drop into a win-back segment, alert CS
• Contact moves from Awareness → Engaged — auto-enroll in a nurture, send the first welcome touch

The stage transition does work. You're not just labeling contacts.

Creating Lead Stages

The setup is short:

1. Hover your email at the top right of Paminga → Account Profile
2. Open the left drawer → Lead Stages
3. Name your stage and assign it a position in your funnel

No limit on the number of stages. Build the funnel that matches your sales motion — five stages, ten, three. Whatever your team actually tracks.

A Few Notes Worth Knowing

❌ Don't have 17 lead stages "just in case."
✅ Do have the smallest number of stages that meaningfully describe your funnel. Each stage should mean something. If two stages look the same, they're one stage.

• Order matters. The position you assign each stage drives the funnel report's progression view.
• You can rename and reorder freely. Lead Stages are flexible — adjust as your motion evolves.
• Lead Stage is a first-class Segment field. Anywhere you can build a Segment, you can include Lead Stage as a condition.

Get Started

1. Map out your funnel on paper — the stages your sales team actually distinguishes
2. Create those stages in Account Profile → Lead Stages
3. Set up a Set Lead Stage Action somewhere — on a form, in a Workflow node, or as a Lead Scoring Threshold action
4. Configure Lead Stage Change Actions for the transitions that matter

Read the Lead Stages docs to dig in.