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Edit deal

Custom deal entered date

Show deals entered during an inclusive date range.

Record why this deal was lost

This keeps pipeline reporting useful for the whole sales team.

Pipeline performance

Stage timing is calculated from recorded pipeline transitions.

Add, edit or arrange stages

Stage names and order update everywhere in Deals. Existing deals stay in the same stage.

Add a new stage

Choose exactly where the new column should appear.

Current stages

Drag stages or use the arrow buttons to set the board order.

9 stages
Send to Fred in Estimating

Urgent quote update

Quote recipientClient contactNo email saved

Urgent quote

Deal handover

CRM record