1 min read
Set won and lost stages
The stage receives the won or lost classification used by the pipeline.
Before you start
- An existing pipeline available to your account.
Step by step
Open Stages in the selected pipeline.
Edit the stage that represents the end of a negotiation.
Enable Won for a successful sale stage or Lost for a lost opportunity stage.
Click Save and check the column indicator.
Check your result
The stage receives the won or lost classification used by the pipeline.
What you need to know
- Give each stage a clear purpose; avoid marking the same stage as both won and lost.