Pipelines and stages

Shape your pipeline to the way you sell, with your own stages and win probabilities, and add more pipelines for different kinds of sales.

Change your stages

1. Go to Settings › Business settings › Pipelines.
2. Under Stages, rename a stage, change its order, or set its probability, such as Proposal sent at 50%.
3. Click Add stage for a new one.
4. Save. Use Discard changes to undo before saving.

Every pipeline ends with Won and Lost.

Probabilities give the weighted value of your pipeline and the Sales forecast report.

More pipelines

Use separate pipelines for different kinds of sales, such as New customers and Renewals, each with its own stages.

1. Click New pipeline.
2. Name it and add its stages.
3. Save.

Choose the pipeline on the Deals board. The Free plan includes 1 pipeline, Standard 3, and Professional and Business have no limit.

To remove a pipeline, click Delete pipeline. Move its open deals to another pipeline first.