How do I customize pipeline stages?
Build stages that match how your team actually sells.
Go to Settings → Pipelines. You can add, rename, reorder, and color-code stages. Stages can be marked as "Won" or "Lost" terminal states, which drives reporting. Changes apply to every deal in that pipeline.
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More in Pipeline & deals
How do estimates work?
Build an estimate line by line, send it to your customer for approval online, and turn it into an invoice when they say yes.
How do I fill line item quantities from a project's measurements?
Link a catalog item to a measurement, or pick one on a line, and the quantity fills in the unit you buy the item in.
How do I reopen a lost deal?
Pull a closed-lost deal back into an active stage.
How do I track where my leads came from?
Tag every opportunity with a lead source so you can report on which channels are working.