> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Stages

> Configure and reorder the pipeline stages that leads progress through in the CE core.

The Lead Stages screen is an admin interface for creating and reordering lead pipeline stages. The primary route is `/ce/settings/lead-stages`; an alternate route `/ce/lead-stages` also resolves to this screen.

## Overview

The Lead Stages screen displays all configured pipeline stages in a draggable list via `LeadStageEditor`. Users can drag and drop rows to reorder stages; the description states "Leads will progress through these stages in order." An Add Stage button opens `LeadStageFormDialog` for creating a new stage. A back arrow navigates to `/ce/settings`. The page shows a loading skeleton while stages are fetched and an error state if the fetch fails.

## Who it's for

Required permission: `ce.leads.admin` (route-level gate at `/ce/settings/lead-stages`).

## Before you start

* You need the `ce.leads.admin` permission.
* Stages are scoped to your organization.

## Steps

<Steps>
  <Step title="Open Lead Stages">Navigate to `/ce/settings/lead-stages` from CE Settings, or directly via the alternate route `/ce/lead-stages`.</Step>
  <Step title="Review current stages">The Pipeline Stages card shows all configured stages in their current order.</Step>
  <Step title="Reorder stages">Drag and drop stage rows to change the pipeline order.</Step>
  <Step title="Add a stage">Click Add Stage to open the stage form dialog. Enter a stage name and any other required fields, then save.</Step>
  <Step title="Edit or delete a stage">Use the actions available in the `LeadStageEditor` to modify or remove a stage (SME: confirm available row actions).</Step>
</Steps>

## Key concepts

* **Stage order** — leads progress through stages in the order shown; reordering affects the pipeline progression path.
* **Stage color** — displayed on lead records as a badge border color.

## Related

<Columns cols={2}>
  <Card title="Community Engagement" icon="bullhorn" href="/ce/overview">
    Community Engagement core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/ce.tsx
  * src/cores/ce/pages/LeadStagesPage.tsx
</Accordion>