Lead lifecycle
A lead is a prospect your team plans to contact. The journey from “new lead arrives” to “lead is now a paying customer” is what we call the lead lifecycle. In Calliyo it has five stages:
┌─────────┐ ┌────────┐ ┌──────┐ ┌──────────┐ ┌──────────┐
│ Capture │ → │ Assign │ → │ Call │ → │ Follow up│ → │ Convert │
└─────────┘ └────────┘ └──────┘ └──────────┘ └──────────┘Each stage corresponds to one or more lead statuses (the pipeline columns you defined in Settings → Status).
The default mapping
| Lifecycle stage | Default status(es) |
|---|---|
| Capture | Unassigned |
| Assign | Assigned |
| Call | Busy, Not Picked, Missed, Wrong Number |
| Follow up | Followups, Interested, Not Interested |
| Convert | Customer |
If your company customised the pipeline, the statuses may differ but the lifecycle is the same.
How to read this section
Each lifecycle stage has its own page with a step-by-step walkthrough, screenshots, and the exact fields you’ll touch. Read in order if you’re learning Calliyo; jump around if you’re refreshing on one specific step.
Mobile agents do the same work through the Calliyo mobile app. The flows are the same; the screens look slightly different. This guide shows the web app.