Set up your pipeline stages
Rename, reorder and add the stages a deal goes through, each with the probability used for your forecast.
Stages are the columns of your pipeline board: the steps your sales usually go through. Make them match how you really sell. Each stage has a probability, the chance a deal in it is won, which drives the weighted forecast.
Steps
-
Open CRM, then the Stages tab. You see each stage with its order, name, probability and how many deals are in it.
Open the Stages tab -
Change a stage. Edit the name or the probability (Prob. %) and click Save on that row. Order sets where the column sits on the board (lower comes first).
Change a stage -
Add a stage. Under Add a stage, type a name such as Samples sent and its probability, then click Add stage.
Add a stage -
Check the board. The Pipeline tab shows the new column, ready for deals.
The new column
Note A deal moved into a stage takes that stage's probability. Changing a stage's probability doesn't change deals already in it.
Good to know
- Won and lost are not stages: you mark a deal as won or lost on the deal itself.
- You can't remove a stage that still has deals (won and lost ones count too). Move them first.