HighLevel pipeline stages
This article describes working with HighLevel pipeline stages (statuses) in LightLead.
Loading stages
HighLevel pipeline stages contain an identifier, name, and order. Stages are loaded as part of the pipeline during discovery. Changing the stage order in HighLevel requires running discovery again.
Stage structure
Each stage contains:
Identifier — a unique stage ID
Name — the display name of the stage
Order number — the stage's position in the pipeline
Pipeline binding — the parent pipeline's ID
Use in reports
Stages are used in LightLead reports to:
Analyze the pipeline: track the number of deals/orders/leads at each stage
Conversion: calculate conversion between stages
Forecasting: estimate potential revenue by stage
Grouping: group data by pipeline stage
Working with historical data
Important specifics of working with stages:
State snapshot: the current stage is captured at sync time, not the history of transitions
Change history: full history of stage transitions may not be available — it depends on the CRM API
Deleted stages: deals at deleted stages are preserved in reports, but the stage is marked as unknown
Updating stages
When stages change in the CRM (added, renamed, reordered):
New stages become available after discovery is run again
Renamed stages are updated automatically (matching by ID)
Deleted stages are marked as inactive
Related pages
Pipelines — general information about pipelines