PipelineDeals Help Center
Deal Stages allow you to define your sales process. A probability is associated with each stage and indicates how likely a deal is to close. Use the default deal stages, or you can customize the sales process by editing and adding new sales process stages.
You can view the names of your Deal Stages along the left hand side (1). The Stages are listed in order based on their probability percentage (2). You must have a 0% probability stage, which represents a lost deal, and a 100% deal stage, which represents a won deal. Aside from these two, you can have up to 99 custom deal stages at each whole percentage point in between (1% to 99%). Note that you can only have one stage per percentage point.
You can edit existing deal stages using the icons on the right (3). Click the edit icon on the left, which is shaped like a pencil and paper, to edit the name of a stage. Click on the delete icon in the middle, which is shaped like a trash can, to delete a stage from your system. Drag and drop using the rearrangement icon on the right, which looks three lines, to reorder your deal stages. This will automatically swap deal percentages around to reflect the changes you make through drag and drop reordering. Click on the "Add a new deal stage" button (4) to add a new deal stage.
Doing so will bring up the window below, where you can enter the name (1), as well as the probability percentage (2) for the deal stage. Remember that it will not allow you to save your new stage if there is already another deal stage at that probability percentage, and that you can only use whole percentages with no decimals as probability percentages. Click on "Save" or "Save and add another" (3).
Deal Loss Reasons
Understanding why a deal was lost can be just as important as understanding why a deal was one. For that reason, we have custom Deal Loss Reasons which you can mark your lost deals with. Click on the "Deal Loss Reasons" tab (1) from the Deal Stages page to view the menu below. You can choose to automatically show the deal loss reason dialog when a deal stage is changed to "Lost" (2). This means that when a deal is set to whatever you call your 0% probability stage, a box will pop up prompting you to select one of the deal loss reasons you have specified on this page, and also offers a space to type up a note outlining details, if you'd like. The name of the loss reason is listed on the left (3).
You can edit existing deal stages using the icons on the right (4). Click the edit icon on the left, which is shaped like a pencil and paper, to edit the name of a loss reason. Click on the delete icon in the middle, which is shaped like a trash can, to delete a loss reason from your system. Drag and drop using the rearrangement icon on the right, which looks three lines, to reorder your deal loss reasons. Click on the "Add a new deal loss reason" button (5) to add a new loss reason.