How to add/edit/remove deal stages?

Your Pipeline is a forecasting tool used to show projected sales over time. When you add a deal you must assign a percentage as to the probability of closure. This data is crucial to place a deal within the sales funnel and track it's progress until it's won or lost.

  • Add/edit a deal stage
  • Remove deal stage

To add/edit a Deal Stage

1
Go to Pipeline → Edit stages 
2
In the Add / Edit deal stages pop-up, type the probability percentage in the  % column and the stage name and click on Save

To remove a Deal Stage

    1
    Go to Pipeline →  Edit stages 
    2
    In the Add / Edit deal stages pop-up, delete the percentage value and the stage name and click on Save

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

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