---
title: Lead Stages, Custom Stages, and Lead Stage Items
slug: lead-stages-custom-stages-and-lead-stage-items
createdAt: 2024-11-13T15:17:52.692Z
---
Prospects are categorized into five primary fixed stages: **Lead**, **Admission**, **Enrolled**, **Lost**, and **Rejected**. These stages represent the essential statuses needed to track and report on prospective students. They are displayed on the left side of the Prospects List and can be collapsed for a more streamlined view. The percentage for each stage reflects its share of the total number of Prospects.
## Prospect Stage and Stage Status
To add custom Lead Stages and Stage Items, go to [Institution Config / Prospects / Stages](docId\:LkHVKrFHDWlEgQwj3kpXt). This is where you define the steps Prospects must follow and the tasks required at each stage of your admissions process.
In the **Prospect List**, two columns help you track progress:
- **Stage** shows the current stage the Prospect is in (e.g., Documents Received, Admission).
- **Stage Status** shows whether all required items for that stage have been completed.
If any required item is still pending, the Stage Status will display **‘Not Completed’**. This makes it easy to spot where attention is needed. You can also track progress using the completion percentages shown in the left panel.
## Moving Prospects Through Stages
To move a Prospect through the admissions process, click the **expansion (+) button** next to their name on the **Prospects** page to open their **Activity Feed**. From there, click on the **Items** tab to check if there are any required tasks in the current stage that still need to be completed.
Once those tasks are done, you can use the **Next Stage** button to move the Prospect forward. You’ll also see an option to **Jump To** a fixed stage, such as Lead, Admission, Enrolled, Lost, or Rejected, if you need to move them directly to a specific point in the process.
## Converting Prospects to Students
There are three ways to convert a Prospect to a Student:
- **From the Main Prospects List**: Use the shortcut expansion to either choose the next stage or jump to enrolled.
- **From the Prospect Profile**: Access the Prospect’s profile and enroll them directly.
- **Bulk Enrollment**: Use the "More Actions" dropdown to bulk enroll multiple Prospects.
**Note**: Once a Prospect is converted to a Student, they cannot be reverted back to a Prospect. However, converted Students will still be visible under the Prospects tab.
### Video Walkthrough: Converting Prospects to Students
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## Customizing Student Statuses List
When converting Prospects to Students, you can assign a custom **Student Status**. For example, you might assign the status **"Pending"** to newly enrolled Students. This makes it easy to filter by status later and bulk enroll those Students into a program or course. To configure Student Statuses, go to [Institution Config / Students / Status](docId\:kssLf_d6_0rjJZOL4fxxV).
::Iframely{originalUrl="https://scribehow.com/embed/Adding_a_New_Student_Status__TD48L2JpT3GXsxCs_Hm3fw?as=video" embedUrl="https://scribehow.com/embed/Adding_a_New_Student_Status__TD48L2JpT3GXsxCs_Hm3fw?as=video" title="Scribe | Embed Adding_a_New_Student_Status__TD48L2JpT3GXsxCs_Hm3fw" html=""}