---
title: "Creating, editing and managing stages"
description: "Add and customise stages"
url: https://help.boxly.ai/en/articles/7228638-creating-editing-and-managing-stages
collection: "Getting organised with Boxes"
updated: 2026-10-22
language: en
---

# Creating, editing and managing stages

Add and customise stages

Stages are steps in your lead management workflow that allow you to track the progress of each lead. When you create a Box, you can add stages and customise them to match your existing business processes.

## Benefits of using stages:

-   Visualise where each lead is in your Boxes
    
-   Streamline routing and handling of leads
    
-   Set automations and rules based on the stage
    
-   Gain insights with reports by stage
    
-   Standardise processes across your team
    
-   Improve efficiency with an organised workflow
    
-   Ensure no leads get missed or stuck
    

With customisable stages tailored to your workflows, you can manage leads more effectively in Boxly. Stages keep everyone on the same page and give you greater visibility into your boxes.

![](https://staticfiles.gleap.io/ghelparticle/llr8cG4seguBiCTAs74W1VKLF6FOZpsmXRj0CskQnDw8QUrMUw7mlaaoiuMvVDtUhj9OBXgDZ2Q.gif)

## Here are some example stages

### Dental Practice Stages:

> New Leads  
> Appointment Scheduled  
> Patient Forms Sent  
> Consultation Complete  
> Treatment Plan Sent  
> Procedure Booked  
> Pre-Op Prep Completed  
> Procedure Complete  
> Post-Op Follow-Up  
> Lost

### **Cosmetic Clinic Stages:**

> New Leads  
> Consultation Booked  
> Consultation Complete  
> Treatment Plan Sent  
> Deposit Paid  
> Pre-Treatment Prep  
> Procedure Date Set  
> Post-Procedure Follow-Up  
> Review Requested  
> Lost

### **Hospitality Venue Stages:**

> New Leads  
> Package Selected  
> Date Confirmed  
> Deposit Paid  
> Final Headcount Set  
> Final Payment Received  
> Event Orders Confirmed  
> Event Completed  
> Review Requested

### **Generic business Stages**

> New Leads  
> Followed Up  
> Info Sen  
> Quote Sent  
> Meeting Booked  
> Proposal Sent  
> Negotiating  
> Contract Sent  
> Closed Won  
> Closed Lost