Opportunities are organized into pipelines that represent your sales process. Each pipeline is a collection of stages that opportunities move through. There are two pipelines: Prospects and Clients. A pipeline has the following default stages:
  • Identified - New opportunities that have been identified.
  • In-progress - Opportunities currently being worked on.
  • Closed won - Successfully closed deals.
  • Closed lost - Deals that didn’t close.
However, you can customize the stages to match your specific sales process.
You must have a Closed Won and Clost Lost stage in your pipeline, but you can rename them.

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Pipeline stages

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Editing stages

Click on the stage header to edit the stage name. From this editor, you can also:
  • Change the stage color (click the colored dot next to the stage name).
  • Enable time tracking to monitor how long opportunities stay in the stage (toggle on the Track time in stage switch).
  • Move the stage to a different column (click the Move left or Move right button).
  • Delete the stage (click the Delete button).
You cannot delete a stage if it has opportunities in it. Be sure to move any opportunities out of the stage before deleting it.

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Adding a new stage

To add a new stage to your pipeline:
1

Click the + button at the far right end of the pipeline.

2

Enter the stage name.

3

Choose a color for the stage.

4

Click the right arrow button to save the stage.

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Managing pipelines

After a pipeline is created, you can rename the pipeline or adjust the value type to track (Revenue or AUM) by clicking the settings menu (gear icon) on the top right of the pipeline header. On this editor, you can also delete the pipeline by clicking the trash icon.