Pipeline stages

The stages of the pipeline are a lookup list, so you change them on Lookup lists. A stage has more than a name: a probability and a kind.

Add or change a stage

  1. Open Administration > Lookup lists and choose the opportunity stages list.
  2. To add one, fill in New value, Probability % and Kind, then select Add.
  3. To change one, select Edit. You can change Name, Probability % and Kind, and tick Demo stage (counts for demo conversion) or Default for new records. Select Save.
  4. Drag the stages, or use the arrows, into the order of your sales process. The board shows them in this order.

What the settings mean

  • Probability %: how likely a deal in this stage is to close. A new probability reaches every open opportunity in the stage that has no probability of its own.
  • Kind: Open, Won, Lost or On hold. At least one active Won stage and one active Lost stage must remain.
  • Demo stage: deals that reach it count as demos in the conversion figures.

Retire a stage

Select Deactivate. A stage that still has open opportunities cannot be deactivated: move those opportunities to another stage first. Opportunities that keep a retired stage show it as "(retired)".

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