Pipeline stages: open, won and lost
Last reviewed
Rename and reorder your stages, and tell reports which ones count as a win or a loss.
Your pipeline stages live under Leads → Lead Status Management. Each stage has a name, a colour, and a Counts as setting: Open, Won or Lost.
- Won and Lost are what the dashboard and the Revenue report use, so a stage you rename keeps counting correctly.
- A workspace must keep at least one enabled Won stage and one enabled Lost stage; the app refuses to disable or delete the last of either.
- Changing a stage from Open to Won (or back) updates the won and lost dates of the leads sitting in it.
- Lost leads are hidden from the default lead list; use the Outcome filter to see them.
Moving a lead into a Won stage records the date it was won. If the lead has no deal value yet, the app asks for one at that moment — you can skip it and add it later from the lead.