Deal Stages map your sales process in Pipeline CRM so you can track where every opportunity stands. Each stage carries a probability that reflects how likely a deal at that stage is to close, which is what drives your forecasting.
Before you start: You need Account Admin permissions to add or edit stages.
Add or Edit Deal Stages
- Click Settings in the lower-left corner.
- Select the Deals tab, then click Pipelines & Stages.
- Click \+ Add Stage to create a new stage.
- Assign a probability value from 0% to 100%.
- To update a stage, click the pencil icon.
- To remove a stage, click the trash icon.
How Probability Values Work
Probability is what makes weighted forecasting possible — a deal in a 75% stage counts for more in your pipeline value than one at 25%.
Value
Convention
0%
A deal that's been lost
1–99%
An open stage, somewhere in your process
100%
A deal that's been won
Note: Each pipeline can only have one stage per probability value. If 50% is already taken, pick a different number for the new stage.
Tip: Stage names must be unique across all pipelines — no duplicates. If you run parallel processes, qualify the names, like "Demo — Enterprise" and "Demo — SMB".
Deal Won and Loss Reasons
Reasons capture why a deal closed the way it did, which is where most of your pipeline insight comes from.
- Go to Settings > Deals and select Won Reasons or Loss Reasons.
- Choose how reasons behave:
- Show Reason in Deals — display the reason and allow notes on the deal.
- Reason Dialog — prompt for a reason whenever a deal is marked Won or Lost.
- Require Reason — make a reason mandatory before saving.
- Click \+ Add Deal Won/Loss Reason to create one.
- Reorder reasons by dragging the six-dot icon.
- Edit with the pencil icon, remove with the trash icon.
Need help? Contact support at customercare@pipelinecrm.com.