Lifecycle stage is a single dropdown on every contact that tracks their relationship status with your organization.
Default stages
Tormano CRM (B2B):
- Lead
- Marketing Qualified Lead (MQL)
- Sales Qualified Lead (SQL)
- Opportunity
- Customer
- Evangelist
- Other
Tormano Nonprofit:
- Prospect
- Donor
- Recurring Donor
- Major Donor
- Lapsed Donor
- Volunteer
- Board Member
- Other
Customizing the list
Settings > Custom Fields > Contacts > Lifecycle Stage lets you add, rename, or remove stages. Reordering changes how the dropdown appears in forms.
Why it matters
Lifecycle stage is one of the most useful filters in reporting. Common saved views ("Active donors", "Inbound leads from this month", "Board members") use it as the primary filter.
Bulk update
Select multiple contacts in the Contacts list and use Actions > Set Lifecycle Stage to update them all at once. The change is logged per record.
Auto-progression
Workflows can auto-promote contacts when conditions are met. Example: "When a contact's first deal is Won, set lifecycle stage to Customer." Configure in Automation > Workflows.