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Deal Status

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Maria Herrell
Updated 2 weeks ago
What is Deal Status?
Deal Status helps you quickly see the health of every deal in your Pipeline CRM account. Each status is color-coded for easy scanning:
  • 🟢: Go! The deal is healthy and on track to close as expected.
  • 🟡: Caution! Progress is slowing and the deal may miss its expected close date. Review for any concerns.
  • 🔴: Stopped! The deal is blocked or has major issues. Address red flags before moving forward.
  • Unset: No status has been set for this deal.
Customizing Deal Status
You can also create your own Custom Deal Statuses to match your workflow.

To add a custom status:

  1. Go to Settings.
  2. Click the Deals tab.
  3. Select Statuses.
  4. Click the + New deal statys button.
  5. Choose your preferred color and name for the new status.

Need help? Contact support at [email protected].
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