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

# Lifecycle

> The lifecycle stage on every contact — Lead → Qualified → Opportunity → Customer — and how it differs from a deal's pipeline stage.

Every contact has one **lifecycle stage** that says how far along your relationship is, from a fresh lead to a paying customer. It's a fixed set of stages, and most of it happens automatically — bookings, deals, and payments move contacts forward on their own.

## The stages

| Stage           | Meaning                                                         | How it's set        |
| --------------- | --------------------------------------------------------------- | ------------------- |
| **Lead**        | New contact, nothing happening yet                              | Automatic (default) |
| **Qualified**   | You've confirmed they're a real, interested prospect            | You set it by hand  |
| **Opportunity** | Something's in flight — an open deal or an upcoming appointment | Automatic           |
| **Customer**    | They've paid or the job is done                                 | Automatic           |
| **Lost**        | Dead — they ghosted, went elsewhere, or the deal fell through   | You set it by hand  |

These show as a small dot badge on the contact list and the contact page. The list is fixed — you can't rename or add stages, because the automation depends on these exact ones. (For a customizable, deal-by-deal view, that's the [pipeline](/pipeline/stages).)

## How stages move

**Forward automatically.** Opportunity and Customer set themselves:

* Book an appointment or open a deal → the contact becomes an **Opportunity**.
* A completed job, a Won deal, or a paid invoice → they become a **Customer**.

**You set Qualified and Lost by hand** from the dropdown at the top of the contact page — those are judgment calls the system can't make for you.

A few things worth knowing:

* **Stages only move forward on their own.** A customer who books again stays a Customer; the system never demotes anyone automatically. You can always change it manually.
* **You don't have to hit every stage.** Someone who books and pays right away jumps straight to Customer — Qualified is an optional waypoint, not a checkpoint.
* **Lost isn't permanent.** If a Lost contact comes back — a new deal or booking — they're pulled back into Opportunity automatically.

## Lifecycle vs. pipeline stage

Two different things, styled differently so you can tell them apart:

* **Lifecycle** lives on the **contact** — the fixed stages above, shown as a dot badge. One contact = one lifecycle stage. It answers *"how far along is this relationship?"*
* **Pipeline stages** live on **deals** — shown as filled colored badges, fully customizable in **Pipeline → Customize stages**. A contact can have several deals, each in its own stage. They answer *"where is this specific opportunity?"*

So a repeat customer might be lifecycle **Customer**, with three closed deals and one active deal sitting in your **Quoted** stage. That's the intended model for businesses where customers come back for more work.

If you don't use deals at all, the lifecycle stage alone is enough.

## Next

<CardGroup cols={2}>
  <Card title="Pipeline stages (deals)" icon="kanban-square" href="/pipeline/stages">
    The customizable, deal-level stages on the kanban board.
  </Card>

  <Card title="Working a deal" icon="briefcase" href="/pipeline/working-deals">
    How to move a deal through your pipeline.
  </Card>
</CardGroup>
