CRM settings: pipeline stages, task stages and properties

Make the CRM match how you sell. CRM settings are on the website, for owners and managers. Go to CRM → Settings.

Pipeline stages

New companies start with the Sales Pipeline: Lead, Contacted, Follow up, Proposal sent, Negotiating, Won and Lost.

1. Open Pipeline.
2. Rename the pipeline or change its colour.
3. In the stages table, drag to reorder, rename a stage, change its Probability, or click Add stage.
4. Save.

Probability can be 10% to 90%, Won (100%) or Lost (0%). You need at least one Won and one Lost stage.

Deleting a stage: move its deals to another stage first. Archived deals count too, so restore and move them, or delete them for good.

Task stages

These are the columns on your Tasks board. You start with To do, Working on, Waiting on and Later.

1. Open Task stages.
2. Rename, recolour, reorder or click Add stage.

Keep at least one stage. To delete a stage, move its tasks out first.

Properties (custom deal fields)

Track extra details on deals, such as "Lead Source".

1. Open Properties → Add property.
2. Enter a label and pick a Field type: text, number, dropdown, checkboxes, radio, date, phone, email or URL.
3. Set options and an optional description, then save.

Properties show on the create-deal panel, the deal page, list columns, bulk edit, and deal import and export.

You can't change a property's field type after creating it. Deleting a property removes it from all deals.

FAQ

Can I add a second pipeline? Not at the moment. Each company has one.

Can I add properties to customers? Properties are for deals. For customers, use customer custom fields (see Customer custom fields).