---
title: Funnel Automation for New Lead Stage to Intro Active Stage | Walla Support Center
description: funnel automation for new lead stage to intro
---

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August 17, 2026

# Funnel Automation for New Lead Stage to Intro Active Stage | Walla Support Center

### Funnel Automation for New Lead Stage to Intro Active Stage

This article will help you set up tag and Lead Stage automations using Journeys to efficiently manage your lead funnel.

This article will provide an example of how to create an automation for a specific lead stage, demonstrating one way to build an effective funnel. The ultimate structure and setup of your funnel is entirely up to you. Your unique business needs and goals should drive your funnel design, and this example serves as a starting point that you can customize to fit your specific requirements.

### **Enter New Lead Pipeline Stage**

### **Step 1: Set Up Lead Stages**

Lead stages help track prospects through your sales pipeline:

1. From the Main Navigation Menu select **Marketing Center**
2. Select **Lead Stages**
3. Review the pre-built lead stages provided and be sure to eep your lead stages minimal for simplicity
4. Customize lead stages to fit your studio's specific needs, but maintain a clear distinction between active leads and closed opportunities.

   [![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/Screenshot+2024-07-14+at+8_12_07%E2%80%AFPM-2.png)](https://downloads.intercomcdn.com/i/o/1113482564/338fadfbbaa538c4045707d0/Screenshot+2024-07-14+at+8_12_07%E2%80%AFPM.png?expires=1776721500&signature=8d412fc7b341e573d38bbab9e89c55e2dd842f886a8b13e3cebd2aa1d7839deb&req=dSEmFc12n4RZXfMW1HO4zawKrF8Qa%2FHi%2Bb5SNR184%2FPYJ3RaGS%2BU5DstiQtf%0AtzD3zaSsp58Usi2kSAQ%3D%0A)

### **Step 2: Add Tags**

Lead tags help track segments of clients through your sales pipeline:

1. From the Main Navigation Menu select **Tags**
2. Select **Add New Tag**
3. Create your tag (In our example we are going to use Fresh Hot 🔥 Lead as the tag we are going to create
4. **Save**

[![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/Screenshot+2024-07-14+at+8_13_12%E2%80%AFPM-2.png)](https://downloads.intercomcdn.com/i/o/1113482935/5ecc94036b9de0987b583bf6/Screenshot+2024-07-14+at+8_13_12%E2%80%AFPM.png?expires=1776721500&signature=fe35dd56d7a33b984c3c0169518a50ec9f973771e035428cd6b94bf9641c2578&req=dSEmFc12n4hcXPMW1HO4zbhfsZ%2BSGMnYRzU0Qm0M4XFfNUF0dZxcSo%2BLmrU4%0AVgP0V7P9DxOrBKVh8Ig%3D%0A)

### **Step 3: Add a Journey**

Now, set up a journey to manage your sales funnel. Focus on adding and removing tags rather than sending communications.

1. From the Main Navigation Menu select **Marketing Center**
2. Select **Journeys**
3. Choose Add New Journey to create a new journey specifically for your sales funnel
4. Name it **appropriately** (e.g., In our example we will call the Journey Lead Funnels)

[![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/Screenshot+2024-07-14+at+10_34_10%E2%80%AFPM-2.png)](https://downloads.intercomcdn.com/i/o/1113543236/5a7d698a19a0e9df976ea936/Screenshot+2024-07-14+at+10_34_10%E2%80%AFPM.png?expires=1776721500&signature=a5a2d2bfcc9d33c996dcf0fbc6f3ddf28d1472291267d5b953079a41bee2d21b&req=dSEmFcx6noNcX%2FMW1HO4zUeNfL9l94h3RJs2BqXmIBHfU2cpaYLYFn1mSz4i%0AFBANE24hSkrojdrOKNk%3D%0A)

### **Step 4: Define audience parameters**

In the Audience section, select the criteria that will trigger this automation

1. Select add **Audience**
2. Add Audience name and description
3. Select Add Condition and add the following below conditions

[![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/Screenshot+2024-07-14+at+10_34_51%E2%80%AFPM-2.png)](https://downloads.intercomcdn.com/i/o/1113543544/36c755d431c7d22501ee1a48/Screenshot+2024-07-14+at+10_34_51%E2%80%AFPM.png?expires=1776721500&signature=6421b6ceba1a2a0b90c2d94d0c6ee6f2a2ff411f914ea869bb8779cf1fb38c77&req=dSEmFcx6noRbXfMW1HO4zagtAgpyiQBAE%2FVviVneTfnOXijhKBJiFaIQ0eaA%0ACRHL6UZ4d2V8d8xmgcA%3D%0A)

### **Step 5: Add or Remove Tags & Lead Stages**

1. Select **Add Tag** and choose the tag from your entrance automation (i.e. In our example we are going to choose the Fresh Hot 🔥 Lead tag)
2. Under Stages choose New Lead
3. **Save**

### Condition 1: Class Check-in Activity

**# of check-ins:** Exactly 0

**Time frame:** All time. Any check-ins ever.

**Locations:** Any location

**Classes:** Any class

**Staff:** Any staff

**Start time:** Any start time

**Payment method:** Any method

### Condition 2: Record Creation Date

**Record created:** Within the last 0 days

### Condition 3: Contacts without a Plan

**Plans**: Any plan, including Intro Offers

**Never or Past:** Contacts who have never owned a plan specified above

### 📺 Lead Stage to Intro Active Stage Automation Set Up

We guide you through setting up automations for your Lead Funnel using Lead Stages and tags, setting up an automation similar the one above. **[→Watch Now](https://242669311.hs-sites-na2.com/lead-stage-to-intro-active-stage-automation-set-up-walla-support-center?hsLang=en)**

### **Enter Intro Active Pipeline Stage (Exit New Lead Stage)**

This automation has a client exiting the New Lead Pipeline Stage and entering the Intro Active Pipeline Stage.

### **Step 1: Add automation parameters**

To remove a client from the pipeline you will need to create another automation that removed the tag and the Lead Stage. Alternatively, you can manually change the lead status of the client and remove tags.

1. From the Main Navigation Menu select **Marketing Center**
2. Select **Journeys**
3. Select the **Sales Funnel Journey** you want to set up an exit automation for
4. Choose **Add Automation**
5. In our example we are using the clients with the Fresh Hot 🔥 Lead tag so we will choose the Tags Condition

### Condition 1: Tags

**Tag status:** Has ANY one of: Fresh Hot 🔥 Lead

### Condition 2: Class Plan Started + Check-ins

**Plans:** Intro Offer selected

**Start time frame:** Exactly 0 days ago

**Usage:** Doesn't matter if used

[![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/Screenshot+2024-07-14+at+10_45_29%E2%80%AFPM-2.png)](https://downloads.intercomcdn.com/i/o/1113548942/c5c107b0546be86bdbb55c3e/Screenshot+2024-07-14+at+10_45_29%E2%80%AFPM.png?expires=1776721500&signature=dbe3c26b5e9355a6d27241efb598f0708f7d3e47803585b2189dac28a4ec4fa4&req=dSEmFcx6lYhbW%2FMW1HO4zVJrD9RVYXbO%2BHK9wpzOzwPgOzf9cX4p1WocaEfV%0AxNQTnb4mOJ0W00yddO8%3D%0A)

### **Step 2: Add or Remove Tags & Lead Stages**

1. Select Add Condition
2. Select **Remove Tag** and choose the tag from your entrance automation (i.e. In our example we are going to choose the Fresh Hot 🔥 Lead tag)
3. Under Remove stages from all contacts in audience choose the stage **New Lead**
4. Under the add stage choose your next stage on the pipeline (in our example we selected intro offer active)
5. **Save**

[![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/Screenshot+2024-07-14+at+10_46_09%E2%80%AFPM-2.png)](https://downloads.intercomcdn.com/i/o/1113549054/677e74c8e940725c8f4989ca/Screenshot+2024-07-14+at+10_46_09%E2%80%AFPM.png?expires=1776721500&signature=87b8a68eed46ab3b41a193fb29f85bc98978855dbdfdb82e7f2bd16b3cc0ac53&req=dSEmFcx6lIFaXfMW1HO4zaCOXubg2aDiZSi7DtnxNOdWYzM%2BVJQd56a1BAaJ%0Am7J82PNcj6Brbk7I014%3D%0A)<https://242669311.hs-sites-na2.com/lead-stages-overview-walla-support-center?hsLang=en><https://242669311.hs-sites-na2.com/move-clients-through-your-lead-tracker-sales-pipeline-walla-support-center?hsLang=en><https://242669311.hs-sites-na2.com/lead-stage-to-intro-active-stage-automation-set-up-walla-support-center?hsLang=en><https://242669311.hs-sites-na2.com/automate-lead-stage-first-visit-booked-walla-support-center?hsLang=en><https://242669311.hs-sites-na2.com/how-to-create-a-journey-to-add-new-lead-stages-to-leads-walla-support-center?hsLang=en>

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