How to customize the deal stages

Modified on: Wed, 7 Aug, 2019 at 11:23 AM


Applicable plans
Sprout Blossom Garden EstateForest


The deal stage is quite similar to the lead stage, except that it is used for sales opportunities. When you create a deal for an account, you can start tracking the various stages of the deal to give you a clear picture of the deals that are likely to close and the ones that are not.



To customize deal stages,

  1. Login to your Freshsales account as an Administrator.
  2. Go to Admin Settings > Custom fields > Pipelines.
  3. You may edit an existing pipeline or create a new one.

  4. Populate the stages and reorder them as required.

  5. Once you are done, choose to save it by clicking the tick button.

  6. All saved changes are reflected in the deals tab. 

Note:

- Won and Lost are default stages in every pipeline.

- There is no cap on the number of stages per pipeline. But, at least a minimum of 3 stages is mandatory(inclusive of Won & Lost).

- If you are a Sprout, Blossom or Garden user, you can customize the deal stages of the default pipeline


Can I have two similar stages for a given pipeline?

No! Each stage in a pipeline should have a unique name.


You can find these customized stages in the deal stage drop down and also in your deal funnel view.



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How to customize the deal stages

Modified on: Wed, 7 Aug, 2019 at 11:23 AM


Applicable plans
Sprout Blossom Garden EstateForest


The deal stage is quite similar to the lead stage, except that it is used for sales opportunities. When you create a deal for an account, you can start tracking the various stages of the deal to give you a clear picture of the deals that are likely to close and the ones that are not.



To customize deal stages,

  1. Login to your Freshsales account as an Administrator.
  2. Go to Admin Settings > Custom fields > Pipelines.
  3. You may edit an existing pipeline or create a new one.

  4. Populate the stages and reorder them as required.

  5. Once you are done, choose to save it by clicking the tick button.

  6. All saved changes are reflected in the deals tab. 

Note:

- Won and Lost are default stages in every pipeline.

- There is no cap on the number of stages per pipeline. But, at least a minimum of 3 stages is mandatory(inclusive of Won & Lost).

- If you are a Sprout, Blossom or Garden user, you can customize the deal stages of the default pipeline


Can I have two similar stages for a given pipeline?

No! Each stage in a pipeline should have a unique name.


You can find these customized stages in the deal stage drop down and also in your deal funnel view.



Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial