> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.reachboost.io/sitemap.xml
> Use this file to discover available pages before exploring further.
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# How to categorize leads using lead stage & tags?

ReachBoost provides two ways to organize and categorize your leads:

1. **Tags** – Custom labels that you create yourself.
2. **Lead Stages** – Automatically assigned statuses based on lead engagement.

Using both together helps you better segment your database and create more targeted follow-up campaigns.

---

## Using tags

Tags are fully customizable and can be used in any way that fits your workflow.
Examples include:
* Product A
* Product B
* Recruitment
* Sales
* Enterprise
* Existing customer
* Partner
* Event attendee

You can create as many tags as needed to organize your leads.

---

### Where can you add tags?

Tags can be added from multiple places within ReachBoost:
* Unified Inbox
* Lead Lists
* Pipeline
* Campaigns

This makes it easy to categorize leads wherever you are working.

**Example use cases**
* Separate recruitment leads from sales leads.
* Categorize leads based on products or services.
* Build segmented audiences for future campaigns.

| Tip: Consistent tagging makes filtering and retargeting leads significantly easier as your database grows.

---

## Using Lead Stages

Lead Stages indicate how engaged a lead is and help you prioritize follow-up activities.
By default, ReachBoost automatically classifies leads once they reply to your outreach.

Our AI assigns one of the following stages:
* Not Interested
* Engaged
* Interested
* Hot Lead

The classification is based on the content and intent of the conversation.

---

### Additional Lead Stages

In addition to the AI classifications, ReachBoost also includes three manual sales stages:
* Meeting Booked
* Won
* Lost

These stages help you track leads further down the sales process.

---

### Manually changing Lead Stages

You can manually update a lead's stage at any time.

Lead stages can be edited from:
* Unified Inbox
* Lead Lists
* Pipeline
* Campaigns

This allows you to override the AI classification whenever necessary.

---

## Disable automatic AI Lead Stage Classification

If you prefer to manage lead stages manually, you can disable the automatic classification feature.

**Step 1 - Open Settings**
Go to **Settings**.

**Step 2 - Open AI Lead Stage Classification**
Locate the **AI Lead Stage Classification** setting.

**Step 3 - Disable the feature**
Turn off the automatic classification toggle.

---

## Combining Tags and Lead Stages

Tags and Lead Stages work best when used together.

For example:

| Lead              | Tag         | Lead Stage |
| ----------------- | ----------- | ---------- |
| Agency prospect   | Sales       | Interested |
| Candidate         | Recruitment | Engaged    |
| Existing customer | Customer    | Won        |

This allows you to build highly targeted filters, reports, and follow-up campaigns.

| Tip: Use tags to describe **what type of lead someone is**, and Lead Stages to indicate **where they are in the sales process**.