Pipeline stages and conversation statuses
Updated
This page explains the stages on your pipeline, the status shown on each conversation, and the Hot, Warm and Cold temperature Ostira gives a lead.
Pipeline stages
Every account starts with these stages. You can rename and reorder the first five and add your own. You can delete any of them except New Lead, once it has no deals. Won and Lost are fixed.
| Stage | What it means | Does Ostira move deals here? |
|---|---|---|
| New Lead | A new lead. Ostira puts a deal here when a lead comes in, so this stage can't be deleted. | Only when it creates the deal |
| Contacted | You, Ostira or a campaign has messaged the lead, the lead has replied, or the lead has given all four details. | Yes |
| Showing | The lead has booked a consultation through their personal link. | Yes |
| Under Contract | The deal is under contract. | No, only you |
| Closed | The deal has closed. | No, only you |
| Won | The deal ended in a sale. Fixed: can't be renamed, moved or deleted. | No, only you |
| Lost | The deal ended without a sale. Fixed: can't be renamed, moved or deleted. | No, only you |
When you move a deal to Won or Lost, you can add an optional reason. Ostira never moves a deal out of Under Contract, Closed, Won or Lost, and never into a stage you added. See How deals move automatically.
Conversation statuses
Each conversation shows one of these at the top.
| Status | What it means | Who replies |
|---|---|---|
| Ostira handling | Ostira is talking with the lead and asking its questions. | Ostira |
| Ostira paused · needs you | You took over, or Ostira paused and handed the lead to you, for example because they asked for a person. | You |
| Qualified · handed to you | The lead gave all four details. Ostira scored them and handed them to you. | You |
| Gone cold | The lead didn't answer Ostira's messages, including two follow-ups, so Ostira stopped. | You |
To give a paused conversation back to Ostira, see Take over a conversation and hand it back.
Lead temperature
Once a lead has given all four details (timeline, budget, area and motivation), Ostira gives them a temperature. It's Ostira's judgment from what the lead said, so check it against what you know.
| Temperature | Typical lead |
|---|---|
| Hot | Ready in under 3 months, with a clear budget, a specific area and strong motivation |
| Warm | Ready in 3 to 12 months, with a rough budget, a general area and some motivation |
| Cold | More than 12 months out, or no clear budget, area or intent |
Use Hot only on Pipeline to see just your Hot leads.
"Gone cold" and a Cold temperature are different. Gone cold means the lead stopped replying. A Cold temperature means the lead did answer, but isn't ready to move soon.
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