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Deal Stages

Maria Herrell
Updated 1 year ago

Deal Stages define your sales process. Probability is associated with each stage and indicates how likely a deal is to close. Use the default deal stages, or customize your sales process by editing and adding new deal stages.

The 0% probability stage represents a lost deal and the 100% probability stage represents a won deal. You can have custom deal stages at each whole percentage point from 1% to 99%. 

NOTE: you can only have one stage per percentage value in each Pipeline

Click on + Add Stage to add it to the pipeline.

Enter the name and the probability percentage for the stage. We won't allow you to save your new stage if there is already another deal stage with the same probability or if the stage name is already in use. Once finished, click on Save.

Note: When using multiple pipelines, you cannot have deal stages in different pipelines with the same name. 

Deal Loss Reasons

Understanding why a deal was lost can be just as important as understanding why a deal was one. Mark your lost deals with custom  Deal Loss Reasons.

To edit or create these select Deal Loss Reasons under Deal Management. (1) Click on the + Add Deal Loss Reason button to add a new loss reason. (2) You can choose to automatically show the deal loss reason dialog when a deal stage is changed to "Lost". This will prompt the user to type up a summary for that specific lost deal. (3) Make entering a loss reason required. (4) Drag and drop using the rearrangement icon on the left (6 vertical dots) to reorder your deal loss reasons. (5) Edit existing deal loss reasons using the pencil icon to the right of the loss reason.


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