Add New Stage Group vs. Add New Stage

A stage group is a higher level category compared to stages, which includes multiple stages within it.

To illustrate, consider a stage group named "Deal Closure” that consists of two stages, namely "Term Sheet” and "Due Diligence".

Adding a stage group

Here's how you can add a stage group:

Hit 'Save' to create a new stage group

Tip: You can click on the 'Show a single list for this stage group in pipeline view' check box to club all the stages in that stage group into one single list.

Adding a stage

Here's how you can add a stage under a stage group:

Hit 'Save' to add the stage

How to select stage type?

You can mark a stage as Active only if you're pursuing it actively.

For example, the stage with deals that are under active evaluation can be marked 'Active - Deal Pipeline'. Similarly, you may want to mark stage with your passed deals as 'Inactive - Passed Deals'

Note: In the All Deals section, by default, your pipeline view only shows those stages with the type 'Active - Deal Pipeline'. You can use the 'View' drop-down to access other stage types and click on the check box as shown below.

Editing/ Deleting a stage

You can easily edit or delete a stage/ stage group from the ‘Actions’ section

To Edit:

Click on the 'Edit' icon to open the ‘Edit stage’ / ‘Edit Stage Group’ menu.

Make necessary changes and hit 'Save' to edit the stage/ stage group.

To Delete:

Click on the ‘Bin’ icon to delete a stage/ stage group from your CRM

Note: