Setting Up Pipeline Stages

Configuring Your Pipeline

Managing Pipelines

1. Go to Settings → Manage Pipelines
2. Create a new pipeline or modify existing ones
3. Set one pipeline as the default

Adding Stages

For each pipeline, add stages with:

• Name: e.g., "Discovery", "Proposal Sent", "Negotiation"
• Order: Display position (lower = earlier in process)
• Stage Type: Open, Won, or Lost
• Color: Visual color for the stage

Stage Types

• Open: Deal is still active and in progress
• Won: Deal has been closed successfully — triggers win notifications
• Lost: Deal did not close — triggers loss notifications

Best Practice

A typical B2B pipeline might look like:

1. Lead (Open)
2. Discovery (Open)
3. Proposal (Open)
4. Negotiation (Open)
5. Closed Won (Won)
6. Closed Lost (Lost)