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  • Anonymous = Any Prospect without an email address is an Anonymous Prospect. This stage does not appear in reports and graphs; however, can be used as a filter for Segmentation, Fulfilment Actions, etc. 
  • Suspect = A Prospect (with an email address) who has not demonstrated any shown interest in your services . Once a Prospect registers any inbound activity then they automatically progress to the Engaged stagethrough inbound activity like a website visit or email click
  • Engaged = A Prospect who has registered any inbound activity. 
  • Marketing Qualified = Commonly referred to as Marketing Qualified Leads (MQLs), are Prospects who have demonstrated enough interest for marketing to be qualify as ready for your sales team (sales-ready leads). These Prospects may not result in an opportunity until your sales team further qualifies them; however, they're ready for sales. 
  • Sales Qualified = Prospects that your sales team has accepted as being suitable have further qualified and accepted for direct follow up or contact. 
  • Opportunity = Prospects who have become a real, qualified sales opportunity in your CRM. Any Prospect associated with a Deal created in OneFocus™ will automatically move to this stage
  • CustomerProspects who have become a real, qualified sales a closed-won opportunity in your CRM. 
  • EvangelistProspects who are not currently sales opportunities, but advocates for your business. 
  • DisqualifiedProspects who are not qualified. This could be for many reasons, such as not poor contact information, not meeting your Budget, Authorization, Need, Timeline (BANT) criteria, poor contact information, etc. 
  • Other = Anything your want! Consider it to be a wildcard stage that your business can use for any reason.


  1. Anonymous = Any Prospect, such as a visitor, who does not have an email address is added to this stageStage
  2. Suspect = Any Prospect without inbound activity who has an email is automatically promoted to this Stage. 
  3. EngagedAny Prospect with inbound activity is promoted to this Stage. 
  4. OpportunityAny Prospect associated with a Deal created in OneFocus™ will automatically will move to this Stage. For customers using, any Contact in the Contact Roles section of the Opportunity will move to this stageStage.  
  5. CustomerAny Prospect associated with a Closed-Won Deal created in OneFocus™ that has move to this Stage. For customers using, any Contact in the Contact Roles section of the Opportunity and the Opportunity is moved to Closed-Won status will automatically move to this stageStage

You're responsible for defining and setting up your company's business processes to move Prospects into the following stagesStages:

  1. Marketing QualifiedUse Used by your marketing team to show a prospect is sales ready. Qualify prospects through key conversion forms , (such as contact forms, demo requests, trials, etc.) and high-value gated content , (such as buying guides, videos, playbooks, case-studies, etc. to promote Prospects into the Marketing Qualified Stage. ).
  2. Sales Qualified = Used by your sales team to indicate which Prospects they've accepted as being ready for direct contact, and qualified for sales. 
  3. Evangelist = Used to put your promoters or evangelists into this stage. These are the people that spread the word about your organization through word of mouth, referrals, and high online ratings/reviews. 
  4. Disqualified = Manually or automatically move people into this stage that do Used by sales or marketing to indicate that a prospect does not qualify for your services. 
  5. Other = Use this however you'd like!