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 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.
Catalog & price lists
How the catalog, price lists, and contractor scoping work together so the right pricing shows up on the right work order.
How do I send a document for electronic signature?
Send any PDF or contract to a contact and get it signed online, no printing required.