Deal Stages
Stages define the pipeline every opportunity travels through, from first reply to signature. Rename them, recolour them, and set what has to be true before a deal advances. Drag a stage to reorder the pipeline.
Open
Inbound
Objective
0 / 8000
Activities
0 / 8000
Exit Criteria
0 / 8000
Working
In Play
Closed
Signed
Passed
Strict Stage Order
Force deals to move through the pipeline one stage at a time, so nothing jumps from first reply straight to signature.
Enforce sequential progression
Applies to all 4 stages in the Revenue pipeline