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Pipeline Settings

Pipeline Settings let you define how deals move through your sales process - create custom stages, set win probabilities, and run multiple pipelines for different deal types.

Accessing Pipeline Settings

Go to Settings → Deals → Pipelines to manage your pipelines and stages.

Default Pipeline

Every organization starts with a default pipeline containing seven stages:

StageProbabilityPurpose
Lead10%Initial contact, not yet qualified
Qualified20%Meets basic criteria, worth pursuing
Discovery30%Active discovery, understanding needs
Proposal50%Proposal or demo delivered
Negotiation70%Terms being discussed
Closed Won100%Deal won
Closed Lost0%Deal lost

Customizing Stages

Adding a Stage

  1. Go to Settings → Deals → Pipelines
  2. Select your pipeline
  3. Click Add Stage
  4. Enter the stage name, probability (0-100%), and color
  5. Click Save

Editing a Stage

  1. Click the stage name in the pipeline view
  2. Update the name, probability, or color
  3. Click Save

Reordering Stages

Drag and drop stages to reorder them. The order defines how deals progress from left to right in the board view.

Deleting a Stage

  1. Click the delete icon next to the stage
  2. If deals exist in that stage, you will be prompted to move them to another stage first
  3. Confirm deletion

Multiple Pipelines

Create separate pipelines for different sales processes (e.g., “Enterprise Sales”, “SMB Self-Serve”, “Partner Deals”).

Creating a New Pipeline

  1. Go to Settings → Deals → Pipelines
  2. Click Create Pipeline
  3. Name the pipeline
  4. Add stages with probabilities
  5. Click Save

Setting a Default Pipeline

One pipeline is always the default (used when creating deals without specifying a pipeline):

  1. Go to Settings → Deals → Pipelines
  2. Click the three-dot menu on the pipeline you want as default
  3. Select Set as Default

Switching Pipelines in the Board View

In Deals → Board, use the pipeline dropdown at the top to switch between pipelines. Each pipeline shows its own stages and deals.

Stage Probabilities and Forecasting

Stage probabilities drive your revenue forecast:

  • A deal worth $10,000 at the “Proposal” stage (50%) shows as $5,000 in weighted pipeline
  • Moving a deal to “Negotiation” (70%) updates the forecast to $7,000
  • “Closed Won” (100%) counts as actual revenue