Default stages

To help you get started, we have defined industry standard deal stages. You will see these stages the first time you login to your account.

Customize Deal Flow Stages

If your deal workflow looks different from the default stages, you can fully customize deal stages.Click here to configure your stages.

Re-order, edit or delete your existing stages using the “Actions” available (highlighted in the red border below).

Note: Add a new stage by clicking on the 'Add New Stage' button. You can also refer to this article for more details.