PipelineDeals Help Center
Deal Stages allow you to define your sales process. A probability is associated wtih each stage and indicates how likely a deal is to close. Use the default deal stages, or customize your sales process by editing and adding new deal stages.
The name of your Deal Stage is along the left column. The Probability is listed in order based on their probability percentage. Edit/remove an existing deal stage in the right column.
The 0% probability stage represents a lost deal whereas the 100% probability stage represents a won deal. You can have custom deal stages at each whole percentage point from 1% to 99%.
NOTE: you can only have one stage per percentage point
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 Add a new deal stage to add a new deal stage to our pipeline.
Enter the name and the probability percentage for the deal stage. It will not allow you to save your new stage if there is already another deal stage at that probability percentage. Click on Save or Save and add another.
Deal Loss Reasons
Understanding why a deal was lost can be just as important as understanding why a deal was one. Mark your lost deals with custom Deal Loss Reasons.
Select the Deal Loss Reasons tab from the Deal Stages page to add/edit these. You can choose to automatically show the deal loss reason dialog when a deal stage is changed to "Lost" that also offers a space to type up a summary for that specific deal lost.
Edit existing deal loss reasons using the icons in the right column. Drag and drop using the rearrangement icon on the right (looks three horizontal lines) to reorder your deal loss reasons. Click on the Add a new deal loss reason button to add a new loss reason.