Customize your pipeline stages

Rename, reorder, or add stages so the pipeline matches how you sell.

Your pipeline stages shape how your team tracks deals from start to close. Tailoring them to match your actual sales process keeps everyone aligned and makes reporting more accurate.

1

Open Settings and select Pipeline stages.

Open Settings and select Pipeline stages.

Pipeline stages control the workflow your team sees when managing deals.

2

Your stages appear in order — drag to reorder them.

Your current stages are listed in order — drag to reorder them.

Reordering stages here updates the sequence for all deals moving forward.

3

Click Add stage to insert a step — a legal review before Won, say.

Click Add stage to insert a new step — for example a legal review before Won.

 

Add a stage whenever your sales process includes a step that matters for forecasting or team handoffs — like legal review, final approval, or contract negotiation.

 

4

Name the stage, set its Win probability, then save.

Name the stage and set its win probability, then save.

Win probability helps forecast revenue: a stage with 75% probability means deals here are three-quarters likely to close.

What's next

With your stages in place, map them to your team's actual deal flow and start moving deals through the pipeline. You can adjust stage names and probabilities anytime as your process evolves.

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