Managing Lead & Client Statuses in Your Pipeline
Understanding Lead Statuses in the Pipeline
Your Sortelle AI Pipeline helps you track and manage leads throughout their journey — from first message to paying client. Each pipeline stage represents a different milestone, helping you stay organized and quickly see where every lead stands.
📍 Pipeline Status Overview
Here’s a breakdown of each default Sortelle AI pipeline status:
New Lead
This is the starting point. A new message has been received, but the lead hasn’t been screened or tagged yet.Screening in Progress
The AI is currently engaging the lead and asking screening questions. You can jump in manually if needed.Passed Screening
The lead has provided all necessary info and qualifies. They’re ready to move forward to scheduling or deposit.Appointment Scheduled / Deposit Paid
The lead has paid a deposit and booked a session (or is in the process of doing so).Client Met (First Appointment Complete)
This person has completed their first session and can now be marked as an existing client.Existing Client
Use this to label repeat or loyal clients. Helpful for future follow-ups or VIP treatment.No Show / Ghosted
Use this if a lead disappeared or stopped responding during the booking process.
✅ How to Move Leads Between Stages
You can update a lead’s pipeline status manually inside the Contacts tab:
Click the checkbox next to a lead’s name.
Click the flag icon to Add/Update Opportunity.
Choose your pipeline (e.g., “Sortelle AI User Pipeline”).
Select the appropriate stage.
Add a quick Action Name (optional but useful for reporting).
Click Save.
You can view and update client stages under the opportunities tab.
💡 Pro Tips
You don’t need to update these every day — Sortelle AI will handle most of this automatically if the pipeline is properly linked.
Use this tool to keep tabs on hot leads and prioritize follow-up.
Don’t forget: You can sort or filter contacts by pipeline stage for quick check-ins.
