Deal Stages

The Deal Stages module allows you to define and manage the stages your sales deals move through in the pipeline.
Stages help your team understand where each deal stands and enable accurate forecasting and reporting.

You can access this from:
Settings → Workspace → Deal Stages

Manage Deal Stages

This section lists all the deal stages currently available in your workspace.
Each stage displays:

Name – The stage name (e.g., New, Contacted, Qualified)
Type – Standard or Custom
Status – Active or Inactive
Actions – Edit or Delete

Standard stages come pre-configured with the CRM, while custom stages are created by your team.

Creating a Deal Stage

To add a new stage to your pipeline:

Click + Create Deal Stage.
Enter a Name for the new stage.
Add a Description that explains the purpose of the stage.
Click Create Deal Stage to save.

A new custom deal stage will appear in the list with Type: Custom.

Editing a Deal Stage

Click the Edit icon next to a stage to:

Update the stage name
Change the description

Standard stages can be renamed or updated but cannot be removed.

Deleting a Deal Stage

Custom stages can be deleted using the Delete icon.

⚠️ Important:
If any deals are currently assigned to that stage, you must reassign them before deletion.

Standard stages cannot be deleted.

Stage Types

Standard Stages

These are built-in, foundational stages typically used in most pipelines (e.g., New, Qualified, Negotiation).
They help maintain consistency across your organization.

Custom Stages

Created by administrators to support unique workflows or additional steps in your sales process.

Best Practices

Keep stage names simple and easy to understand.
Limit the number of stages to avoid pipeline clutter.
Use descriptions so new team members understand each stage's purpose.
Regularly review your stages to reflect improvements in your sales process.
Align deal stages with Sales Pipeline Reporting for accurate forecasting.

Deal Stages

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