Deal Stages

Every Deal has its own set of stages that a deal moves through on the flow By default, we include the following Deal Stages: Incoming, Won, Unqualified and Lost. You can create or modify the stages to fit your Sales Pipeline. To customize the deal stages, open Settings > Deals Stages page in your GoCRM account.

Editing & Creating Deal Stages

You can rename pre-existing stages to match your workflow, and you can add new stages under Intermediate Stages by clicking on Add New. You can also delete deal stages by clicking on the red trash icon.

Managing Deals

To create and manage deals please review our deals article in the link below.


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