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Sales Settings: Pipeline Stages, Lost Reasons and Default Deal Probability
Sales Settings: Pipeline Stages, Lost Reasons and Default Deal Probability

Set up your sales pipeline stages and lost reasons in sales settings.

Updated over a week ago

To access the sales settings, navigate to Settings > Sales settings.
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Here, you can customize your pipeline stages, specify reasons for lost deals, set default deal probabilities for new deals, and enable the option to send emails to Productive and attach them to your deals.

Pipeline stages

Pipeline stages represent the various steps in your sales process. You can adjust their order or create new stages within this section.

Find out more about setting up your pipelines and deal stages here.

Lost reasons

Set up lost reasons so that you can say why precisely you lost a certain opportunity. Some typical examples would be:

  • We're not the right fit

  • They decided to go with another tool

  • We were too expensive

  • Timeline was unrealistic

Default deal probability

When creating a new deal, this is the default probability that will be assigned to it. You can edit it in each stage setting.

Email inbox

You have the option to BCC emails to Productive, allowing you to easily link them to deals, budgets, and invoices, ensuring you stay organized and informed about client communications.
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Learn more about configuring this feature here.

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