Concepts

Stages

1. 01newEvery lead starts here.Automatic
2. 02contactedWhen the first sequence email to them is sent.Automatic
3. 03repliedWhen they reply.Automatic
4. 04meetingYou or your agent, when a call is booked.You set it
5. 05wonYou or your agent.You set it
6. 06lostYou or your agent.You set it

How stages move

• Automatic moves only go forward: a late reply never pulls a won lead back to replied, and a lost lead stays lost.
• move_stage sets any stage, for up to 1,000 leads per call. In the dashboard, change it from the leads table; from the terminal, pnpm meerko tables stage <tableId> <stage> <rowIds...>.
• query_rows with a stage lists the leads at that stage.

Seeing the pipeline

pipeline counts leads per stage, for one table or the whole workspace. The /mcp__meerko__pipeline command adds how each sequence is doing and what's waiting on you.