How to Identify or Set the Status Type in Your Pipeline
When editing your pipeline stages, you'll see a status type selector or label next to each stage. This helps you identify or assign the type of status:
Deal Won – Marked with a “Won” label. This indicates a successfully closed deal.
Deal Lost – Marked with a “Lost” label. Used for deals that didn’t go through.
Default – Any other status is considered “default”, representing stages in progress (e.g., Contacted, Demo Scheduled, Proposal Sent).
To Change or Confirm the Status Type:
Click the 3 vertical dots next to a pipeline stage.
Select Edit.
Look for the status type dropdown or icon.
Choose the appropriate type:
Default
Deal Won
Deal Lost
