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Lead Stages

Overview​

Prerequisites​

Custom Fields​

Automation Flows​

Reporting​

Conclusion​

Opportunity Update Automation Flow​

Before proceeding with the automation setup, ensure that you have the following in place:

A clear understanding of your lead lifecycle stages and scoring criteria.

The following custom fields are recommended for effective lead lifecycle automation:

**Primary Contact: **A lookup field to identify the primary contact associated with the lead. This field is optional but highly recommended for ease of reference and reporting.

This flow is triggered whenever a lead record is created, updated, or converted. It updates the lead lifecycle stage and timestamps based on the following conditions:

**S: **If the status is changed to "Meeting Scheduled" or the lead is converted, the "S Date/Time" field is updated with the current timestamp.

**SQL: **If the lead record is converted and the "SQL Date/Time" field is empty, it is updated with the current timestamp.

This flow is triggered when a lead is converted into an opportunity. It populates the opportunity with the following information from the converted lead record:

**Primary Contact **(if not already set in the opportunity)