Stage Tracker Configuration

The Stage Tracker captures the lifecycle stage of a Lead, Contact, or Opportunity at the moment a touchpoint is created. This value is stored in the touchpoint's Touchpoint Position field.

Accessing Stage Tracker

1. Navigate to the Cleot App Configuration tab
2. Click the Other Settings tab

What It Does

When a touchpoint is created, the app records the current stage of the person or opportunity:

• With tracking enabled: Lead - MQL, Contact - SQL, Opportunity - Negotiation
• Without tracking: Lead, Contact, Opportunity

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The Touchpoint Position is set once at creation and never changes, even if the Lead/Contact later changes stage. This preserves the exact moment in the buyer journey when the campaign interaction occurred.

Configuring a Tracker

Each object type (Lead, Contact, Opportunity) has its own tracker card with three settings:

1. Enable Toggle — Turn tracking on or off for this object type
2. Tracked Field — Select which field to track (e.g., Status for Leads, StageName for Opportunities)
3. Tracked Values — Choose which field values should appear in the touchpoint position

Example

If you track Lead Status with values MQL and SQL:

• A Lead with Status = "MQL" creates a touchpoint with position Lead - MQL
• A Lead with Status = "Open" creates a touchpoint with position Lead (no suffix because "Open" is not tracked)

Saving and Canceling

Each tracker card has its own Save and Cancel buttons:

• Save: Persists the current toggle, field, and value selections
• Cancel: Reverts all changes on that card to the last saved state

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Changes to stage tracker configuration only affect future touchpoints. Existing touchpoints retain their original position values.

Example Configuration

A typical B2B marketing setup:

Object	Enabled	Tracked Field	Tracked Values
Lead	Yes	Status	MQL, SQL, SAL
Contact	No	-	-
Opportunity	Yes	StageName	Prospecting, Qualification, Negotiation