Labels and lifecycle stages

Two different tools that are easy to confuse.

Labels describe a conversation

A label is a sticky note on a thread: "complaint", "wholesale", "needs a callback". Add as many as you like, filter the inbox by them, and let flows add them automatically.

Lifecycle stages describe a customer

A stage says where a person is in their journey with you — New, Contacted, Qualified, Customer, Lost. Each contact sits in exactly one stage, and your pipeline board is built from these stages.

  • Use a label when the note is about this conversation.
  • Use a stage when the fact is about the person, and still true tomorrow.

Edit the stages to match how you actually sell in Settings → Lifecycle. The pipeline board follows whatever you define, with a colour per stage.

Still stuck? A human will answer.

Ask us