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Understanding Your Lead Pipeline

How leads are automatically created and what each stage means.

Written by Patricia Causey
Updated yesterday

Summary

The Leads Dashboard pipeline has six stages. The first five are populated automatically based on architect activity on the Acelab platform β€” no manual entry required. The sixth, Complete, is set by your team when a lead has been resolved.

Think of the pipeline like a conversation that's already started before you say a word. By the time a lead appears in your dashboard, the architect has already interacted with your brand in some way. The stage tells you how.


The Six Pipeline Stages

Nurture

What it means: Early-stage interest. The architect has found your brand or products but hasn't taken a high-intent action yet.

Triggered automatically when:

  • An architect visits your brand page

  • An architect visits one of your product detail pages

  • An architect registers for one of your webinars

Data available:

  • Company name

  • Company location

  • Firm Region

  • Lead type (for leads triggered by Projects or Firm Library)

  • Webinar registration details


Education

What it means: Active learning. The architect attended a webinar, indicating they're investing time to understand your products.

Education houses leads that are manually generated or have been moved from Nurture. This occurs when someone has attended your webinar.

Data available:

  • Company name

  • Company location

  • Firm region

  • Any project information (should the architect share those)

  • Webinar registration details


Promotion

What it means: Active product discovery. The architect is searching and comparing β€” your products appeared in their results.

Triggered automatically when:

  • An architect finds your products through the platform search bar

  • An architect sees your products in Visual Search results

Data available:

  • Company name

  • Company location

  • Firm region

  • Lead type (for leads triggered by Projects or Firm Library)

  • Any project information (should the architect share those)

  • Product categories of interest

  • Specific product of interest


Recommendation

What it means: Direct, high-intent engagement. The architect has reached out or been connected to your brand.

Triggered automatically when:

  • The Acelab team recommends your product to an architect

  • An architect starts a conversation from your product detail page or brand page

  • An architect follows up via a webinar conversation

Data available:

  • Conversation details

  • Project specifications

  • Direct communication history


Selection

What it means: Your product is in use. The architect has actively chosen to include it in a project or firm library.

Triggered automatically when:

  • An architect saves your product to an active project

  • An architect adds your product to their firm library

Data available:

  • Project details and specifications

  • Product usage frequency

  • Firm library information

  • Multiple products selected from your catalog


Complete

What it means: The lead has been resolved or closed by your team.

This stage is set manually. You can move a lead to Complete by:

  • Dragging the card to the Complete column

  • Using the Actions dropdown on the lead card

  • Selecting leads and choosing Mark As Complete from the bulk actions menu

Note: Complete is different from Archived. Complete means the opportunity ran its course. Archived removes a lead from your active pipeline view entirely. See Managing and Working Leads for more on both.


The Leads Detail Sidebar

Not every field is available at every stage. For example, project-level details like project name, phase, and budget are only shown when that data exists β€” which means they won't appear for Nurture or Education leads, where the architect hasn't yet linked a specific project.

The sidebar will surface the fields that are relevant for each lead's stage. When a lead card is clicked, the sidebar will appear containing more lead details.

See Managing and Working Leads for a full breakdown of what's visible and editable in the sidebar.


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