Deal Pipeline

Move deals through configurable stages from first contact to close.

Understand stages

Every deal entity type has a pipeline of stages grouped into four categories:

New — initial stage for freshly created deals.
In Progress — one or more working stages where active selling happens.
Won — the deal closed successfully.
Lost — the deal did not close.

The pipeline bar at the top of each deal record shows all New and In Progress stages in order, with the current stage highlighted. Past stages display a checkmark. Won and Lost appear as separate buttons to the right of the pipeline bar.

Admins configure the pipeline stages, their order, and colors in Settings > Entity Types. Each stage belongs to exactly one category.

Move a deal between stages

Two ways to advance a deal:

Pipeline bar — click any reachable stage in the bar at the top of the deal record. Stages you can transition to are clickable; unreachable stages are disabled.
Kanban view — drag the deal card from one column to another.

Transitions follow these rules:

From New, you can move to In Progress, Won, or Lost.
From In Progress, you can move to another In Progress stage, Won, or Lost.
From Won or Lost, normal transitions are disabled. Use the reopen action instead (see below).

Close a deal

Moving a deal to Won or Lost opens a confirmation dialog.

Closing as Won

The dialog presents two options:

Create Order — select products and quantities via a line-item editor, then review a summary table showing unit prices, subtotals, commission (if configured), and the order total. Add optional order notes before confirming.
Skip — Just Mark as Won — close the deal immediately without creating an order.

Closing as Lost

If your workspace has predefined lost reasons, pick one from the dropdown. Otherwise, enter a free-form reason. Add optional Notes for extra context, then confirm.

The lost reason is stored on the deal record and displayed as a banner at the top of the deal detail page so you can see at a glance why it didn't close.

Configure lost reasons

Admins can define a list of standard lost reasons so the team uses consistent labels:

Go to Settings > Lost Reasons.
Type a reason and press Enter to add it.
Remove reasons with the X icon.

When predefined reasons exist, the "close as lost" dialog shows a dropdown instead of a free-text input. If no reasons are configured, users enter free-form text.

Reopen a deal

On a closed deal (Won or Lost), click Reopen to move it back to the first New stage. From there you can advance it through the pipeline again.

Reopening always returns the deal to the New stage, not to the stage it was in before closing.

Track attempts

Some stages track contact attempts. Your admin enables this per stage and can set a maximum attempt limit.

Click the current stage in the pipeline bar to open the attempt dialog, then choose Log Attempt to record an attempt. Add an optional note (up to 1,000 characters) with each attempt.
The attempt dialog also shows a Move to Stage dropdown so you can advance or close the deal directly after logging an attempt.

Enforcement modes

When a stage has a max attempts limit, enforcement works in one of two modes:

Soft — after reaching the limit a "Consider moving forward" hint appears, but you can still log more attempts.
Hard — once the limit is reached, the Log Attempt button is removed entirely. You must move the deal to a different stage.

When a stage uses hard enforcement, no further attempts can be logged after the limit is reached. Make sure each attempt counts.

View attempt history

The attempt count per stage is visible inline in the pipeline bar next to the stage name (for example, "Follow-up (3)"). The current stage turns amber when it has reached its max attempts limit.

Open the Attempt History panel on the deal record to see the full timeline of attempts. Each entry shows the date, the user who logged it, and any note. If attempts span multiple tracked stages, use the stage dropdown to filter by stage.