How to add/edit/remove deal stages?

Pipeline is a forecasting tool to show projected sales over time. When you add a deal you're asked for its probability of closure and the expected close date. This data is crucial to place a deal within a sales funnel and track it while it's making its way down the sales funnel until it's won or lost.

  • Add deal stage
  • Edit deal stage
  • Remove deal stage

To Add, Edit or Remove a deal stage:

  1. Go to Pipeline and select Edit stages (see A).

Add deal stage

To add a deal stage in addition to the default ones:

  1. In the Add/Edit deal stages pop-up, type probability percentage in the % column (See B).
  2. Enter name for this percentage in the Stage name column (See C). (Optional)
  3. Click Save to add deal stage to your deal stages (See D).

Edit deal stage

To edit an existing deal stage:

  1. In the Add/Edit deal stages pop-up, change a probability percentage in the % column (See B).
  2. Change name for this percentage in the Stage name column (See C). (Optional)
  3. Click Save to submit changes (See D).

Remove deal stage

To remove a deal stage:

  1. In the Add/Edit deal stages pop-up, delete probability percentage in the % column (See B).
  2. Delete name from the Stage name column (See C).
  3. Click Save to submit changes (See D).

NOTES
  • Deal stages can be customized by Account Owner and/or Admin user.
  • You cannot have duplicate deal stage % values - each stage must have a different number. 
  • Existing deals from a deleted deal stage will be moved to the closest equivalent stage.
  • When you enter a deal stage %, it will automatically be ordered from lowest to highest. For example, if you add another deal % of 60% (above), it will appear in-between 50% and 75%.

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