To access the sales settings, navigate to Settings > Sales Settings.
Here, you can:
Customize your pipeline stages.
Define reasons for lost deals.
Set a default deal probability for new deals.
Enable the option to BCC emails to Productive and attach them to your deals.
Pipelines and Pipeline Stages
Pipeline stages represent the different steps in your sales process. You can reorder, edit, create new stages, or even add new pipelines here.
Find out more about setting up your pipelines and deal stages here.
Lost Reasons
Lost reasons help track why a deal was lost. Common reasons include:
Not the right fit
Chose another tool
Pricing concerns
Unrealistic timeline
📌 You can make adding lost reasons mandatory for any stage set to Lost status.
To enable mandatory lost reasons:
Go to Settings > Sales Settings > Pipeline and Deal Stage.
Find a stage with the lost status, open the three-dot menu to the right, and select Edit.
Check the Lost Reason box to make selecting a lost reason mandatory when losing the deal and transferring it to this stage.
Default Deal Probability
When creating a new deal, a default probability is assigned. You can adjust this probability in each stage’s settings.
Email Inbox
You can BCC emails to Productive to link them to deals, budgets, and invoices, keeping all communication organized.
👉 Learn more about configuring email integration here.
📌 Note on Gmail Inbox integration: In addition to the BCC inbox, Productive supports connecting your Gmail inbox. Both inboxes are accessible under the mail icon in the top navigation bar. The Gmail Inbox lets you view and manage emails directly within Productive, while the BCC inbox continues to work as before for forwarding and linking client communication.
👉 Learn more here: Connecting Your Gmail Inbox to Productive.
