Lifecycle stage
A lifecycle stage is where a contact stands with the business: new, qualified, proposal, won, lost — the names are the business's own. Moving a contact forward can require facts (no 'proposal' without a budget), and the pipeline board's columns are the same stages, so a contact and its deal never disagree.
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Stages versus scores
A score is a number that goes up and down; a stage is a decision that was made. A rule can move a contact to 'qualified' when the score crosses a line, but the stage is the thing a salesperson reads.
One machine
The board's columns, the contact's stage and the workflow that advances it should be one list. Two copies drift within a week, and the first symptom is a deal in a column the contact is not in.
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Nearby terms
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