Understanding the lead lifecycle
The lead lifecycle describes how a lead moves through your Hubhus setup—from the moment it enters the system until it is completed, converted, or closed.
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The lead lifecycle describes how a lead moves through your Hubhus setup—from the moment it enters the system until it is completed, converted, or closed. Understanding this flow is essential for building clear processes, tracking performance, and ensuring that your automations behave as expected.
Lead statuses and stages
Table of Contents
Every lead belongs to a status, which represents its current step in your process.
Examples of common stages include:
New – freshly created
In progress – someone is working on it
Awaiting action – waiting for customer response or internal follow-up
Completed / Won – finished successfully
Closed / Lost – no further action needed
Statuses help you:
Understand where each lead is in the workflow
Trigger automations at the right moment
Create dashboard views for your team
Prioritize your daily work
Lead assignment and routing
When a lead arrives, Hubhus can automatically determine who should handle it based on:
Select-field values (e.g. region, service type)
Booking form used
UTM source
Manual assignment
Assignment ensures:
The right team receives the right leads
Workload is distributed fairly
External partners can only see their own leads if filters are applied
Status transitions
A lead moves from one status to another as it progresses.
Typical transitions include:
New → Contacted
Contacted → Scheduled
Scheduled → Completed
Completed → Won / Closed
Transitions can be:
Manual (a user changes the status)
Automated (an automation updates the status when conditions are met)
Driven by activity (e.g. a booking automatically moves a lead to a “Scheduled” state)
Statuses are the key driver for automations, follow-ups, reminders, and reporting.
Tracking lead progress
You can track progress using:
The status pipeline inside the campaign
Lead history, which shows every action and automation run
Select fields that categorize lead type, priority, or result
Checklists and events logged on the lead
This allows you to easily review how far each lead has come and what remains to be done.
Lead-to-customer conversion
When a lead reaches the end of its lifecycle, it can be:
Completed (work is done)
Won (successful conversion or sale)
Closed (no further action needed)
Conversion statuses allow:
Reporting on success rates
Triggering final emails/SMS
Moving leads into follow-up or after-service campaigns
Learning outcome
After reading this, you should understand:
How leads enter your system
How they move through statuses
How assignment and routing guide who handles them
How transitions and tracking create structure
How leads convert at the end of their lifecycle
? Common searches
lead management • lead tracking • customer management
? Also known as
customer • contact • prospect
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