{"id":94,"date":"2026-10-17T14:15:44","date_gmt":"2026-10-17T14:15:44","guid":{"rendered":"http:\/\/plugin-docs.com\/?post_type=doc&#038;p=94"},"modified":"2026-10-17T17:13:12","modified_gmt":"2026-10-17T17:13:12","slug":"manage-lead-pipeline-stages","status":"publish","type":"doc","link":"https:\/\/dragwyb.com\/docs\/manage-lead-pipeline-stages\/","title":{"rendered":"Manage Lead Pipeline Stages"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Use the AI Leads dashboard in Dragwyb Click to Chat to track what should happen next with each captured lead. A lead&#8217;s status is a staff-managed pipeline label: review the visitor&#8217;s details and conversation, choose the most appropriate status, and use the status filters to focus on one group at a time.<\/p>\n\n\n\n\n\n<h2 class=\"wp-block-heading\">Open the AI Leads dashboard<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Sign in to WordPress with an account that has permission to manage the plugin.<\/li>\n<li>Open <strong>Click to Chat \u2192 AI Assistant<\/strong> in the WordPress admin menu.<\/li>\n<li>Choose <strong>AI Leads<\/strong> in the AI Assistant navigation.<\/li>\n<li>Find the lead you want to review. Use the search field or a status filter to narrow the list.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The AI Leads screen includes lead details, score and intent indicators, a status selector for each row, and a lead-details view. The source registers the lead-list and status-update REST endpoints with an administrator permission check.<\/p>\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Screenshot to add:<\/strong> Replace this empty image with a real screenshot of <strong>Click to Chat \u2192 AI Assistant \u2192 AI Leads<\/strong>. Show the status filter row and a sample lead&#8217;s status selector, using fictional or redacted contact data. This is a placeholder, not a captured screenshot.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Understand the available lead statuses<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The dashboard provides these status labels. Use them consistently with your team&#8217;s follow-up process; they are workflow labels, not a guarantee of a lead&#8217;s buying behavior.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>New:<\/strong> A captured lead that has not yet been marked with a later follow-up status. In the plugin&#8217;s default capture flow, a new lead starts as <strong>Qualified<\/strong> if its score meets the configured threshold; otherwise it starts as <strong>New<\/strong>.<\/li>\n<li><strong>Contacted:<\/strong> Use after a team member has attempted or completed an initial follow-up with the lead.<\/li>\n<li><strong>Qualified:<\/strong> Use when the lead appears relevant and worth pursuing based on the captured details and your own review. The configured score threshold can also assign this as the initial status when a lead is captured.<\/li>\n<li><strong>Converted:<\/strong> Use when the lead has reached your business&#8217;s defined conversion outcome, such as becoming a customer. The plugin does not define which business event counts as conversion.<\/li>\n<li><strong>Discarded:<\/strong> Use when the lead should no longer be pursued, for example because it is irrelevant or not actionable. Follow your team&#8217;s policy before discarding a record.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Update a lead&#8217;s status<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can update the status directly in the lead table or from the lead-details view.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Locate the lead in the AI Leads list.<\/li>\n<li>In that row&#8217;s status dropdown, select <strong>New<\/strong>, <strong>Contacted<\/strong>, <strong>Qualified<\/strong>, <strong>Converted<\/strong>, or <strong>Discarded<\/strong>.<\/li>\n<li>To review context first, use the row&#8217;s view-details control to open the lead details. Change the <strong>Status<\/strong> dropdown in the details view&#8217;s footer.<\/li>\n<li>Wait for the dashboard&#8217;s success notice. If an error notice appears, the change was not confirmed; try again or investigate the error before relying on the displayed status.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">What changes when you update a status?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When the status update succeeds, the plugin writes the selected status to the lead record and updates its <code>updated_at<\/code> timestamp. The dashboard updates the visible row and, if the same lead is open, the status shown in the details view. It displays a success notice after a successful response.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A status change is not the same as recalculating the lead score. The reviewed source does not show this handler changing the score, editing the conversation transcript, or automatically sending a follow-up message when the status changes. The update method stores the current status and timestamp; it does not maintain a separate status-transition history in this handler.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you change a lead&#8217;s status while viewing a filtered list, the row may remain visible in that list until you reload or select a filter again. The filter request queries records by their saved status, so refresh the list when you need to confirm the lead&#8217;s placement in the new status group.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Use the status filters<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">At the top of the dashboard, select one of these filters:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>All Leads:<\/strong> View leads across statuses.<\/li>\n<li><strong>New:<\/strong> Focus on leads that still need an initial review or follow-up.<\/li>\n<li><strong>Contacted:<\/strong> Review leads where outreach has been recorded.<\/li>\n<li><strong>Qualified:<\/strong> Prioritize leads marked as worth pursuing.<\/li>\n<li><strong>Converted:<\/strong> Review leads marked as converted according to your business process.<\/li>\n<li><strong>Discarded:<\/strong> Review leads marked as no longer being pursued.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Selecting a filter changes the status query and returns the dashboard to the first page of results. You can also use the search field to find leads by supported contact and requirement fields. Combine search and a status filter when you need to find a particular lead in one pipeline group.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Recommended team workflow<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Review new records and check their contact details, intent indicators, score, and conversation context.<\/li>\n<li>Mark a lead <strong>Contacted<\/strong> after recording your outreach according to your internal process.<\/li>\n<li>Move relevant opportunities to <strong>Qualified<\/strong> after human review; do not rely on a score alone.<\/li>\n<li>Use <strong>Converted<\/strong> only when your defined conversion outcome is met.<\/li>\n<li>Use <strong>Discarded<\/strong> for records your team has decided not to pursue, following your data-handling policy.<\/li>\n<li>Periodically review each filter so leads are not overlooked and status labels are used consistently across the team.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Related lead management guides<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"\/docs\/dragwyb-click-to-chat\/lead-capture\/\">Lead Capture and Qualification<\/a> \u2014 configure capture and understand how the initial status is assigned.<\/li>\n<li><a href=\"\/docs\/dragwyb-click-to-chat\/conversational-lead-capture\/\">Configure Conversational Lead Capture<\/a> \u2014 choose the fields visitors can submit.<\/li>\n<li><a href=\"\/docs\/dragwyb-click-to-chat\/review-lead-intent-scores\/\">Review Lead Intent Scores<\/a> \u2014 understand score and intent indicators alongside lead status.<\/li>\n<li><a href=\"\/docs\/dragwyb-click-to-chat\/review-ai-chat-transcripts\/\">Review AI Chat Transcripts<\/a> \u2014 inspect conversation context before deciding how to follow up.<\/li>\n<li><a href=\"\/docs\/dragwyb-click-to-chat\/export-captured-leads\/\">Export Captured Leads<\/a> \u2014 export records and handle downloaded data securely.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to update AI lead statuses, understand New, Contacted, Qualified, Converted, and Discarded, and use dashboard filters to manage follow-up.<\/p>\n","protected":false},"author":0,"featured_media":0,"parent":91,"menu_order":0,"template":"","class_list":["post-94","doc","type-doc","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc\/94","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc"}],"about":[{"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/types\/doc"}],"version-history":[{"count":1,"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc\/94\/revisions"}],"predecessor-version":[{"id":355,"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc\/94\/revisions\/355"}],"up":[{"embeddable":true,"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc\/91"}],"wp:attachment":[{"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/media?parent=94"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}