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Lead stages and follow-ups

When a lead counts as idle, which next step a move sets, the reasons a lead can be lost, and how far back New messages looks.

Authored by Zack LamFounder, doTask

Two colleagues working through a plan together — Customers

Read it in the appThe same article opens from Help inside app.dotask.io, beside the screen it describes.

Leads → Stages and follow-ups (owners and admins): for each stage, after how many days a card turns idle (0: never; Trial booked turns idle the day after the trial if nothing happened), and how many days ahead a move into it sets the next step (empty: none, 0: today).

Why leads are lost: one reason a line; marking a lead lost asks for one. New messages looks back: how many days of chats it lists.