how to configure stages for a lead type
Follow these steps to configure the stages for a Lead Type.
- After accessing Neostella, click the grid icon
and select the
Control Center workspace.
- Navigate to Process Studio > Stages and select the LEADS tab.
- In the list, locate the item to edit and click its name. The Lead Stages side panel is displayed.
- Click +STAGE to add a new stage, enter the Stage Name and then select the Lead System Stage* for that stage. Repeat as needed for all required stages.
The stage name entered is the label displayed to end users within the lead management interface. This represents the assigned Lead System Stage*.
Available Lead System Stage* are:
| Stage | Description |
| Open | The lead has been created and is currently under review by the intake team. At this stage, the information is being evaluated to determine whether the firm will move forward with the case. |
| Converted* | The lead has been approved and is converted into a project, meaning it becomes an active legal case inside the Cases workspace. |
| Rejected | The firm decides not to proceed with the lead. When selecting this option, the platform may require the user to provide a reason to ensure the decision is properly documented. Administrators can configure which stages require a mandatory reason, ensuring that key decisions are recorded in accordance with the firm’s processes and compliance requirements. |
| Archived | The lead is stored for record-keeping purposes. |
| Deleted | The lead record is removed when it is no longer needed. |
- To rearrange stages, drag and drop the icon
into the desired order.
- To delete an stage click the delete icon
.
- Once the stages are properly configured, click SAVE. A success message is displayed.
Once saved, all recorded leads created using this Lead Type can be assigned the corresponding stages.