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Does moving a deal to a new stage notify the other side automatically?

How stages, statuses and notifications connect.

Written by Kaylan Pepin

It can. Every deal stage sits under an application status: Not submitted, Submitted, Declined, Withdrawn, Timed out or Funded. Status updates and notifications are tied to those statuses, so moving a deal into a stage under a different status can notify the other side. Moving between two stages under the same status, like Pre qualification and Document gathering, changes your own board.

You can rename, reorder, add or copy stages from the board menu with Stage settings. The status each stage belongs to stays fixed, so your notifications keep working.

Businesses and projects have their own stages too, from lead to active client. If you are unsure what a move will send on a live deal, email contact@levr.ai first.


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