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Stage Tracker

Track how each person entered the pipeline at the time their touchpoint was created.

The Stage Tracker controls whether touchpoints capture the origin type (Lead, Contact, or Opportunity) at the moment they are created. This value is stored in the touchpoint's Touchpoint Position field.

Accessing Stage Tracker

  1. Navigate to the Attribution Configuration tab
  2. Click the Settings tab
  3. Find the Stage Tracker section

How It Works

When enabled, each touchpoint records how the person entered the pipeline — as a Lead, Contact, or through an Opportunity. This is set once at creation and never changes, preserving the exact point in the buyer journey.

OriginTouchpoint Position
Lead added to CampaignLead
Contact added to CampaignContact
Contact with open OpportunityOpportunity

When disabled, the Touchpoint Position field is left empty.

Enabling / Disabling

Toggle the Stage Tracker switch on or off and click Save Settings.

  • Enabled (default): New touchpoints capture the origin type
  • Disabled: New touchpoints have no position value
info

The Touchpoint Position is set once at creation and never changes. This preserves the exact point in the buyer journey when the campaign interaction occurred.

warning

Changes only affect future touchpoints. Existing touchpoints retain their original position values.