Customize pipeline and deal stages

Only the Account Owner and/or Admin can customize Deal stages.

To add, edit or remove a deal stage, navigate to your Pipeline Page → click on the Gear icon at the top right-hand side of the page.

Note: You can configure the Deal Stages from the Kanban and Forecast View of the Pipeline Page.

Deal Stages l Gear Icon to configure the pipeline.

In the pop-up window, you can edit the Pipeline Name and Stage names as required.

Click on the:

blue plus (+) icon - to add a new deal stage → type the probability percentage in the % column and the stage name.

red minus (-) icon - to remove a deal stage.

click into an existing deal stage name or percentage to edit it.

Once you have completed the update → click Save.

Configure Pipeline pop-up window

For Delivery Pipelines, you also have the option to choose to Open the associated contact when clicking on a deal card, instead of the deal details, by toggling the slider to green.

Notes:

If you delete a deal stage, existing deals assigned to this stage will be moved to the closest equivalent stage.
You have the option to create up to nine deal stages.
The Deal Stages will be sorted automatically by the number in the percentage (%) column from lowest to highest.
You cannot have duplicate deal stage percentage (%) values - each stage must have a different value.
To rearrange the Deal Stages, edit the numbers in the percentage (%) column.
A new Deal Stage will always be added at the bottom. However, the stages will rearrange automatically, according to the number in the percentage (%) column, once saved.
You can rename the Won Deal Stage.
You can hide the Won Deal Stage in the Configure Pipeline pop-up window by checking the box between the Won Deal Stage name and Hide.

Customize pipeline and deal stages

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