Every prospect carries a stage. Stages drive your reporting, so their accuracy determines whether your analytics mean anything.
The stages
| Stage | When |
|---|---|
| New | In a campaign, not yet contacted |
| Contacted | First step sent |
| Connected | Connection request accepted |
| Replied | They responded |
| Qualified | Real fit, worth pursuing |
| Booked | Meeting scheduled |
| Customer | Closed |
| Disqualified | Not a fit |
| Nurture | Not now, revisit later |
New, Contacted, Connected and Replied are set automatically. The rest are yours to set, because only you know what happened in the conversation.
Why it matters
Campaign analytics are built on stages. A campaign showing 40 replies and 0 booked either is not working, or nobody updated the stage. The reporting cannot tell the difference.
The habit worth building: set the stage in the same moment you reply. It takes a second then and is guesswork a week later.
The prospect record
Each prospect holds profile details, source campaign, full cross-channel history, stage, owner, tags, notes and next step with a date.
Tags
Tags cut across stages: enterprise, uk, competitor-user, warm-intro. Filter by them in Prospects and in reporting to see which segments actually convert, which is usually more useful than the campaign-level average.
Getting data out
Export prospects, stages and conversation history to CSV from Prospects → Export. There is no live CRM sync today, so if you run a CRM alongside Doreach, treat the export as a periodic hand-off rather than a two-way integration.