Articles on: Leads

How to categorize leads using lead stage & tags?

ReachBoost provides two ways to organize and categorize your leads:

Tags – Custom labels that you create yourself.
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.

Updated on: 23/07/2026

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