A Field Guide to Custom CRM Stages

Define the entry stage strictly

New is for leads the AI agent has not yet classified.

Use Reviewing for grey zones

If the agent is unsure, push the lead here and let a human decide.

Reserve Spam for high-confidence cases

Keep the bar high so the queue stays useful and the funnel stays clean.

Move scheduled and won to outcome reporting

The back half of the pipeline is where revenue forecasting lives.