LP CRM Pipeline Stages
This article describes working with LP CRM pipeline stages (statuses) in LightLead.
Loading stages
Lead statuses are loaded from the statuses API for each pipeline. Statuses contain an identifier and a name. The order of statuses matches the order in LP CRM.
Stage structure
Each stage contains:
Identifier — the stage's unique ID
Name — the stage's display name
Sequence number — the stage's position in the pipeline
Pipeline binding — the parent pipeline's ID
Use in reports
Stages are used in LightLead reports for:
Funnel analysis: track the number of deals/orders/leads at each stage
Conversion: calculate conversion between stages
Forecasting: estimate potential revenue by stage
Grouping: group data by pipeline stage
Working with historical data
Important aspects of working with stages:
State snapshot: at the time of sync, the current stage is captured, not the history of transitions
Change history: full history of stage transitions may not be available — depends on the CRM API
Deleted stages: deals at deleted stages remain in reports, but the stage is marked as unknown
Updating stages
When stages change in the CRM (added, renamed, reordered):
New stages become available after discovery is run again
Renamed stages update automatically (matched by ID)
Deleted stages are marked as inactive
Related pages
Pipelines — general information about pipelines