Customize pipeline and deal stages
Only Account Owners and Administrators can customize Deal stages.
Customize your Pipeline to match the way your business manages deals. Tailoring your Deal Stages makes it easier to track where each deal is in your sales process, giving your team a clear and accurate view of your Pipeline.
💡 You can create up to 9 deal stages.
💡 Deal Stages are automatically sorted from lowest to highest percentage (%) after saving.
💡 Deleting a Deal Stage moves existing Deals to the closest equivalent stage.
💡 For Delivery Pipelines, choose what opens when clicking a Deal card:
- Associated contact
- Deal details
