> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Prospects, stages and labels

> Understand how a prospect is born, moves through the funnel stages, becomes a customer or is lost in Notfy, and how to use labels to organize.

In Notfy, a sales opportunity is a **prospect**. When the deal is closed, it is linked to a **customer**, and the whole history remains accessible.

## When to use

* Follow opportunities in progress, with stage, value and owner.
* Record the closing of a deal and create the corresponding customer.
* Record why a sale was lost.
* Understand where to adjust your company's funnel stages.

## Lifecycle

```mermaid theme={null}
graph TD
    A[New contact] --> B[Prospect in the initial stage]
    B --> C[Open funnel stages]
    C -->|Won| D[Customer]
    C -->|Lost| E[Loss recorded with reason]
```

## How a prospect is created

| Source | How it works |
| :- | :- |
| **Automatic Lead Creation** | WhatsApp integration option: new contacts automatically become prospects. |
| **Leads webhook** | Leads from forms and external tools. See [Lead integration via webhook](https://docs.notfy.ai/en/configuracoes/integracao-leads-webhook.md). |
| **Import** | **Import spreadsheet** button in **Registrations → Prospects**. |
| **Manual** | **Create** button in **Registrations → Prospects**. See [Create a prospect](https://docs.notfy.ai/en/cadastros/criar-prospeccao.md). |

## Funnel stages

The funnel stages **are customizable per company**. Whoever has permission to edit the **General Settings** can, in the **Pipeline** tab, **Funnel Stages** section, add, remove, rename and reorder stages.

| Stage setting | What it does |
| :- | :- |
| **Stage name** | Name shown in the Pipeline and in the lists (up to 60 characters). |
| **Type** | **Open**, **Won** or **Lost**. |
| **Color** and **Icon** | Appearance of the stage. Colors: Gray, Blue, Orange, Green and Red. |
| **Initial stage** | Where new leads enter automatically. |
| **Triggers AI summary** | When entering the stage, generates the conversation summary and notifies the team. |
| **Scheduling stage** | Where the AI moves the lead when confirming an appointment. |
| **Signature stage** | Where the lead goes when there is a pending signature document. |

> [!WARNING]
>
> The funnel must have exactly one stage of the **Won** type, one of the **Lost** type and one marked as **Initial stage**. The **Pipeline** tab does not appear for companies in the service segment.

## Move a prospect to another stage

> [tab] Through the Pipeline
>
> Drag the card to another column in **Service → Pipeline**. When dropping on a **Won** stage, Notfy asks how to proceed. When dropping on a **Lost** stage, the **Record loss** form opens.

> [tab] Through the table
>
> In **Registrations → Prospects**, open the row's actions menu and choose **Mark as won** or **Mark as lost**. The **Status** filter of the table lists your company's stages.

## Mark as won

When marking as won, choose **How do you want to proceed?**:

* **New Registration**: creates a customer with the prospect's name, phone and email.
* **Associate Existing**: links the prospect to an already registered customer, chosen in **Select Customer**.

Confirm in **Confirm and Finish**. The prospect goes to the **Won** type stage.

## Record a loss

In the Pipeline, **Record loss** requires the **Loss reason** and accepts **Details (optional)**. The available reasons are:

* Price / quote
* Chose a competitor
* No budget
* No response / disappeared
* Not a fit
* Bad timing
* Other

The details are saved in the prospect's notes.

## Labels

**Tags** are used to classify prospects your own way, for example source, campaign or profile. Type the name and press Enter in the prospect's tags field. They appear in the **Tags** column of the table and can be brought in during spreadsheet import, in the **Labels** column.

## Prospect table columns

Use the table's column selector to show or hide: **Name**, **WhatsApp**, **Status** (stage), **Amount**, **Owner**, **Days in Stage**, **Tags**, **Notes** and **Captured at**, among others.

> [accordion] Can I create stages beyond the default ones?
>
> Yes. Stages are configurable in **Settings → General Settings → Pipeline → Funnel Stages**, respecting the rules of one stage of each special type.

> [accordion] Is the conversation history lost when it becomes a customer?
>
> No. The message history remains associated with the contact.

> [card] [Sales pipeline](https://docs.notfy.ai/en/atendimento/kanban.md)
>
> Manage prospects on a board.

> [card] [Create a prospect](https://docs.notfy.ai/en/cadastros/criar-prospeccao.md)
>
> Field-by-field form.

> [card] [Opportunities report](https://docs.notfy.ai/en/relatorios/oportunidades.md)
>
> Track conversion and values.

> [card] [General settings](https://docs.notfy.ai/en/configuracoes/parametros-gerais.md)
>
> Goals, alerts and funnel.


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