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Adding a Deal Stage in Pipelines
Adding a Deal Stage in Pipelines

Please see below for what adding a Deal Stage would look like. Contact the Customer Success team to assist.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago

🗨️ By default, you have 7 stages in your Sales Pipeline and 5 stages in your Jobs Pipeline. However, we can add additional stages if you'd like.


1. This is what the end of the Jobs Pipeline normally looks like.


🗨️ But...


2. We could add a Deal Stage to differentiate a part of your process.


3. Each new stage will come with its own Drips sequence that Drips can be added to according to your needs.

Each new stage will come with its own Drips sequence for you to add messages according to your needs.

🗨️ This process must be requested to our team through our help channel or by emailing your CSR. Include the name of the stage you'd like and between which stages you'd like it to fall in your Pipelines.

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