You change a lead's stage from its detail drawer on the CRM pipeline board: open the lead and select the new stage. You can do the same thing without leaving a conversation by setting the lead's status in the inbox side panel, see Lead status and your own labels. Either way it is one lead and one move, recorded on the lead's activity timeline immediately, showing which stage it moved to, from, and who made the change. Any team member can move a lead; you do not need admin access, with one exception covered below.
Open the lead's detail drawer and pick a stage: intake, qualified, unqualified, rejected, or converted. The card moves to the corresponding column on the pipeline board right away.
Every stage change adds an entry to the lead's activity timeline, recorded alongside the lead's creation event and any notes. Each entry shows the stage transition and the person who made it, so the timeline is a full audit trail of how a lead moved through your pipeline.
| Stage | What it means |
|---|---|
| Qualified | The lead is a genuine prospect worth pursuing. No extra data is required to mark a lead qualified. |
| Unqualified / Rejected | The lead is not being pursued further. |
| Converted | The deal closed and was won. Moving a lead to converted requires a deal amount above zero and a currency, since Stravax Engage treats a converted lead as a closed-value outcome, not just a status label; the close date defaults to today if left blank. See Closing a deal. |
Unqualified and rejected also record a close date, so a lost deal has a date to report on. If you move a lead back to an open stage, its close date is cleared, and moving it out of converted also clears the conversion value and currency, since those only apply while the lead is in that stage.
Not as an agent. A lead that went through the won close is frozen, so its amount and close date cannot drift after the fact. An admin can still move it, and the move appears on the timeline like any other. If the customer is back for another purchase, open a new deal on the same contact instead of reopening the closed one. Lost leads are not frozen and stay editable. Closing a deal covers both.
If your organization has Ad Sync enabled and a connected ad platform is mapped to that stage, a stage move can also report the outcome back to that platform as a conversion event. See What is a conversion event? for how that works. Within the CRM itself, a stage move only ever affects the lead record and its timeline.