---
title: Lead Stages Tab
slug: lead-stages-tab
docTags: 
createdAt: 2025-04-17T13:02:15.968Z
---

The **Lead Stages** tab gives you full visibility into a Prospect’s progress through your lead pipeline. It combines a visual path of the decision tree, a breakdown of required stage items, and a full history of stage changes.

## Lead Stages Path

The **Lead Stages Path** is a visual map that shows where the Prospect currently sits in your decision tree and how they got there. Each stage they’ve passed through is highlighted, and upcoming stages remain greyed out. This view helps Admissions Advisors quickly understand a Prospect’s overall progress at a glance without needing to check each stage manually.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/XM06RWkzOkkQVSr7F4jAL_screen-shot-2025-04-21-at-42115-pm.png)

## Lead Stages

This section shows the current and previously completed stages, along with any required items for each one. 

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/cdUY8hsTinu8i3cG7s-RT_screen-shot-2025-04-21-at-42304-pm.png)

You can see:

- The **status** of each stage (e.g., Not Completed or Completed)
- A list of **required items** (like tasks or checkboxes) that must be finished before the Prospect can move forward
- A way to **view details**, check off items, or add notes

Once all required items in a stage are completed, the **status** will automatically update to **Completed**. You can then either click **Set Next Stage** to continue or manually adjust the stage using the **More Actions** dropdown.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/Osxyvfa1EG_2GUYUC9qsu_screen-shot-2025-04-21-at-42338-pm.png)

These options offer flexibility and control over managing your admissions pipeline while ensuring progress is clearly tracked.

## Lead Stage Changes

At the bottom of the tab, the **Lead Stage Changes** section displays a full log of all stage transitions. 

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/gJUVKr7kJR50QRfY2xdig_screen-shot-2025-04-21-at-42433-pm.png)

Each entry includes:

- The **date and time** the stage was set
- The **stage name**
- Any **reason or note** added when the change was made

This section is useful for keeping track of a Prospect’s timeline and understanding the context behind their movement from one stage to another. It ensures full transparency and accountability across your admissions team.