Deal Stages
Define the client's pipeline stages: add, rename, reorder, and mark won or lost stages that drive the Deals board.
Define the client's pipeline stages: add, rename, reorder, and mark won or lost stages that drive the Deals board.
Overview
Deal Stages defines the pipeline stages the client's deals move through. Use it to add and rename stages, set their order, and mark which stages mean the deal is won or lost. The columns on the Deals board come directly from this list.
How to use this page
- 1Select the client
Pick the client in the top-right switcher to load their stages.
- 2Add a stage
Type a stage name in the new-stage field and press Enter (or the add control) to create it. It is added to the end of the pipeline.
- 3Rename and reorder
Edit a stage name in place, and reorder stages so they match the real sales process. The order here is the column order on the Deals board.
- 4Mark won and lost
Use the Won and Lost toggles on a stage to mark its outcome. A stage can be one or the other, not both; marking one clears the other.
What the buttons do
Common questions
Can a stage be both won and lost?
No. Marking a stage Won clears Lost and vice versa, since a stage represents one outcome.
Where do these stages show up?
They become the columns on the Deals board, in the order you set here.
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