Sales Pipeline Stages

Sales pipeline stages tell you where the leads are in your sales process. You can customize pipeline stages depending on your flow.

Kresimir avatar
Written by Kresimir
Updated over a week ago

Deal statuses are used to organize deals in your Sales pipeline.

Go to Settings > Sales settings.

Pipeline stages

Here you can add a new pipeline stage, edit an existing one or delete the ones you don't need.

If you need to reorder them, drag and drop them to another position.

Lost reasons

Here you can set up new reasons for losing out on deals, or rename existing ones.

These reasons will show up as options whenever you mark a deal as lost.

Default deal probability

Set up the deal probability set on a new deal whenever one is created.

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