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Deal Status

Maria Herrell
Updated 1 year ago

Deal Status is a great way to track the health of the deals in your Pipeline account. They are represented by the following colors:

  • Green  Green – Go! The deal is healthy and on track toward the expected close date.
  • Yellow Yellow – Caution! The deal progress is slowing down and may miss the expected close date. There may be some concerns about the deal that may need to be addressed.
  • Red Red – Stopped! The deal is stopped or there are red flags that need to be removed before proceeding to the next deal stage in your sales process.
  • Unset Unset – The deal status has not been set.

Can I customize Deal Statuses?

Yes! You are now able to create Custom Deal Statuses via Account Settings > Deal Status > Top right-hand corner > + Add Deal Status

You are also able to customize the Deal status by selecting your own color and value

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