The Deals & CRM feature is available on the following plans:
Stages represent the steps included in your pipeline (or sales process). In the Deals CRM, they are presented in columns; as deals progress through stages, they move from left to right.
When you create a new pipeline, we'll provide three default stages for you: To Contact, In Contact, and Follow Up. You can add additional stages and edit the current default stages to better fit your business needs.
There is no limit to the number of stages that you can have in your pipeline.
In this article, we'll show you how to add and edit a stage in your pipeline.
How to add a stage to your pipeline
1. From the Deals page, click the pipeline dropdown and choose the pipeline you wish to add a new stage to.
2. Click the "Add Stage" button.
3. Type the name of the new stage into the Stage Name field and select a header color by clicking it.
4. Click the "Add Stage" button.
The new stage will be added to the right of your pipeline. You can click it and drag it to a different spot in your pipeline.
How to edit a stage
You can edit the following properties for any stage in a pipeline:
- Stage name
- Stage header color
- Card width
- Card appearance
To edit a stage, follow these steps:
1. Click the Gear Icon for the stage you wish to edit.
2. Click “Edit Stage.”
3. The "Stage Options" window will pop up.
You will be able to make changes to the following for each stage:
Provide a new stage name by typing it into the field provided.
Select a different header color for your stage. Each stage has a color in your pipeline.
You can use this option to adjust how wide the stage should appear in your pipeline.
Here you can choose how deals should be sorted. You can choose to sort deals by the following, in either ascending or descending order:
- Contact Name
- Deal Title
- Next Action Needed (selected by default)
- Win Probability calculation
- Deal Age
- Deal Score
- Contact Score
Here you can choose how deal cards will display when viewing a pipeline. We'll default to display the deal name, contact name and organization, when the next action is due, and deal value. However, you can display up to four of the following items instead, in any order, by hovering your mouse over any of the Card Appearance options and clicking the dropdown box that appears:
- Next Action
- Win Probability
- Deal Title
- Deal Value
- Contact and Organization
You also have the option to hide any of these items from the deal card appearance.
4. When finished, click "Save."