Skip to main content

FunnelCake's Lead Stages

FunnelCake classifies Salesforce leads and contacts under these six stages:

  1. Raw: Raw leads have been created in Salesforce, but have not been marketing qualified and assigned to a rep. Raw leads do not appear in FunnelCake.

    1. FunnelCake defines raw leads as leads that don't have an assigned date and aren't in a lead/contact status classified as Nurture or Unqualified.

  2. Assigned: Assigned leads are marketing qualified and have an owner, but have not yet been worked.

    1. FunnelCake defines assigned leads as leads and contacts with an assigned date and zero Salesforce tasks or events logged by the lead owner.

  3. Working: Working leads are marketing qualified leads being worked by a rep.

    1. FunnelCake defines them as leads and contacts with an assigned date and at least one Salesforce task or event logged by the lead owner.

  4. Qualified: Qualified leads are sales accepted leads that are ready to be worked through the opportunity funnel.

    1. FunnelCake defines them as leads and contacts with an opportunity contact role after the assigned date. An opportunity contact role is created when a lead is converted to a contact in Salesforce and has an opportunity associated with it.

  5. Unqualified: Unqualified leads are leads that are not looking to purchase your product.

    1. FunnelCake defines them as leads and contacts with a Salesforce Lead status or Contact status that is classified as an unqualified stage.

      Tip

      To find your company's Unqualified lead and contact statuses, visit: {yourcompanyname}.getfunnelcake.com/settings/leads. To modify these statuses, please reach out to your FunnelCake customer success manager.

  6. Nurture: Leads in Nurture are potential customers that are currently not looking purchase your product, but may become interested at a later date.

    1. FunnelCake defines them as leads and contacts with a Salesforce Lead status or Contact status that is classified as a nurture stage.

      Tip

      To find your company's Nurture lead and contact statuses, visit: {yourcompanyname}.getfunnelcake.com/settings/leads. To modify these statuses, please reach out to your FunnelCake customer success manager.