05 - Using the Lost and Abandon Stages
Not every lead will become a client or caregiver. The Lost and Abandoned stages in CareFunnels give you a clear, organized way to close out leads that you can’t move forward — without cluttering your active pipeline.
When to Use “Lost”
Move a lead to Lost if:
They are outside of your service area
They have already signed with another company
They clearly communicate that they are not interested
This stage helps you keep records of these leads without wasting time on future follow-up.
When to Use “Abandon”
Move a lead to Abandon if:
You have made multiple attempts to contact them over a reasonable period (e.g., several calls or follow-ups in 1–2 weeks)
They never respond and show no engagement
You have exhausted your outreach attempts
This stage essentially closes the loop on unresponsive leads, giving you a clean pipeline.
Why These Stages Matter
Keeps your pipeline accurate: Only active, workable opportunities remain in progress.
Provides historical data: You’ll still have records of lost or abandoned leads for reporting or future reference.
Saves time: Your team can focus on leads with real potential rather than chasing dead ends.
✅ Tip: Be consistent in how you use these stages. Document the reason (e.g., “Out of service area” or “No response after 5 attempts”) in the contact record so your team has context.