Deal stages

Define the stages a deal passes through.

Stages are the steps within a pipeline. Each stage has a Stage Name, and the board shows how many deals sit in each stage and the value there.

Working with stages

Add stages with Add Stage and name them for your process.
Drag deals between stages on the board to update them.
Empty stages show “No deals in this stage”.

Pair stages with probability for forecasting — see “Stage probability”.

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