KeyCRM Pipeline Stages
This article describes working with KeyCRM pipeline stages (statuses) in LightLead.
Loading Stages
KeyCRM order statuses: new, confirmed, shipped, delivered, cancelled, and custom statuses. Statuses are shown in the order defined in KeyCRM.
Stage Structure
Each stage contains:
ID — a unique stage ID
Name — the display name of the stage
Order number — the stage's position in the pipeline
Pipeline link — the parent pipeline's ID
Use in Reports
Stages are used in LightLead reports for:
Funnel analysis: 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 full transition history
Change history: full history of stage transitions may be unavailable — it depends on the CRM's API
Deleted stages: deals on 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 re-running discovery
Renamed stages update automatically (matching is done by ID)
Deleted stages are marked as inactive
Related Pages
Pipelines — general information about pipelines