Getting Started
    3 min read

    Setting Up Your Pipeline Stages

    Customize your sales pipeline for your workflow

    Setting Up Pipeline Stages

    Your sales pipeline represents the journey from lead to closed deal.

    Default Pipeline Stages

    SalesOS comes with these default stages:

  1. Lead - Initial contact, not yet qualified
  2. Qualified - Confirmed fit and interest
  3. Meeting - Demo or discovery scheduled
  4. Proposal - Proposal or quote sent
  5. Negotiation - Terms being discussed
  6. Closed Won - Deal successfully closed
  7. Closed Lost - Deal did not close

    8. Customizing Stages

    Currently, pipeline stages are managed through the settings:

  8. Go to Settings → Pipeline
  9. Add, remove, or reorder stages
  10. Set win probability percentages for forecasting
  11. Choose stage colors for visual organization

    12. Best Practices

  12. Keep stages action-oriented (e.g., "Proposal Sent" not "Proposal")
  13. Limit to 5-7 stages for clarity
  14. Define clear criteria for moving between stages
  15. Use consistent probability percentages

    16. Was this article helpful?

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