Deal Status is a color indicator on every deal that shows at a glance whether it's healthy, slowing down, or blocked.
Set a Deal's Status
Status is a field you can edit in place, from either of two spots:
- On the deal profile: In the Deal Details tile, click the Status field and choose a status.
- In a list view: Add the Status column, then click a deal's Status cell and choose a status.
To set the same status on a batch of deals, select them in a list view and use Bulk Update — Status is one of the fields it accepts. See Bulk Update Fields.
What the Colours Mean
The built-in statuses have no names — the colour is the whole signal. They can't be renamed or removed.
Colour
What it means
Green
On track to close as expected
Yellow
Slowing down, and it may miss its expected close date — worth a look for blockers
Red
Blocked or facing a serious problem that needs clearing before the deal can move
A deal nobody has set a status on shows as Unset.
Status and stage answer different questions. Stage is how far along a deal is; status is how healthy it is. A deal can sit in an early stage and still be green. See Change a Deal's Stage.
Add Your Own Statuses
If three colors don't cover how your team works, add your own. Unlike the built-in three, the ones you add are named.
Before you start: Admin permissions required.
- Go to Settings.
- Click the Deals tab.
- Select Statuses.
- Click \+ New deal status.
- Choose a color and enter a name.
- Save your changes.
Your new status then appears everywhere the built-in three do — in the Deal Details tile and the Status column. For the rest of what the deal profile holds, see Deal Profile Overview.
Need help? Contact support at customercare@pipelinecrm.com.