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Company Settings: Deal Stages
Company Settings: Deal Stages

In this article we'll talk about adding custom stages to your sales & jobs pipelines.

Jeremy Harrison avatar
Written by Jeremy Harrison
Updated over a week ago

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1. Sales Pipeline

Your Sales Pipeline comes with (7) default Stages (See this Article for more on these.)

Your Dripjobs Customer Success Specialist can add custom stages for you to the pipeline.

Note: We are not able to edit the names of existing Deal Stages.

Sales Pipeline

2. Custom Sales Pipeline Stage

In this example, we've added a new stage for "Hot Leads." These are Warm Leads who have taken the next step in expressing interest in our service.

For our purposes, we want to put these leads into a new stage, so we can easily see those who might be close to booking an estimate with us.

To do this, once a lead responds to marketing, we can click & drag their deal card over to Hot Leads.

Custom Sales Pipeline Stage

3. Drag highlighted element over to Hot Leads & click Move

Drag highlighted element over to Hot Leads & click Move

4. Sally O'Malley is now in Hot Leads

Sally O'Malley is now in Hot Leads

5. Custom Stage Drip Sequence

Along with this new stage, we've created a custom Drip Sequence.

In this example, we've created a follow up email to leads who have expressed an interest in a marketing campaign we sent out for 10% off in November.

Custom Stage Drip Sequence

6. See November Special - Tier 2

See November Special - Tier 2

7. November Special - Tier 2 Drip Example

November Special - Tier 2 Drip Example

8. Jobs Pipeline

Your Jobs Pipeline comes with (4) default Stages (See this Article for more on these.)

Your Dripjobs Customer Success Specialist can add custom stages for you here as well.

Jobs Pipeline

9. Custom Jobs Pipeline Stage

In this example, we've created a new stage for "Pending Payment."

This allows us a way to segment completed work with an open balance from active jobs, without triggering the Request a Review Drip. We might also create a Drip Sequence reminding customers in this stage of their remaining balance.

Custom Jobs Pipeline Stage


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