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An overview of the Sales settings page: pipelines and stages, lost reasons, deal probability, and the BCC inbox, with links to each guide.

General Sales Settings

Create sales pipelines and their stages in Sales settings, so your deals follow the same steps as your real sales process.

Setting up Your Sales Pipelines

Set each stage's status, choose what's allowed in it, add colors and icons, and edit, move, or delete stages in your sales pipelines.

Customizing Sales Pipeline Stages

Move deals through pipeline stages, close them as won or lost, switch between Board and Table layouts, and report on your pipelines.

Using Sales Pipelines

Sales Pipeline Setup and Configuration

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