# Pipeline Settings

> Create and customize deal pipelines - add stages, set probabilities, and configure multiple pipelines for different sales processes.

Source: https://docs.graph8.com/deals/pipeline-settings/

Pipeline Settings let you define how deals move through your sales process - create custom stages, set win probabilities, and run multiple pipelines for different deal types.

## Accessing Pipeline Settings

Go to **Settings → Deals → Pipelines** to manage your pipelines and stages.

## Default Pipeline

Every organization starts with a default pipeline containing seven stages:

| Stage | Probability | Purpose |
|-------|------------|---------|
| **Lead** | 10% | Initial contact, not yet qualified |
| **Qualified** | 20% | Meets basic criteria, worth pursuing |
| **Discovery** | 30% | Active discovery, understanding needs |
| **Proposal** | 50% | Proposal or demo delivered |
| **Negotiation** | 70% | Terms being discussed |
| **Closed Won** | 100% | Deal won |
| **Closed Lost** | 0% | Deal lost |

## Customizing Stages

### Adding a Stage

1. Go to **Settings → Deals → Pipelines**
2. Select your pipeline
3. Click **Add Stage**
4. Enter the stage name, probability (0-100%), and color
5. Click **Save**

### Editing a Stage

1. Click the stage name in the pipeline view
2. Update the name, probability, or color
3. Click **Save**

### Reordering Stages

Drag and drop stages to reorder them. The order defines how deals progress from left to right in the board view.

### Deleting a Stage

1. Click the delete icon next to the stage
2. If deals exist in that stage, you will be prompted to move them to another stage first
3. Confirm deletion

> **Caution:**
> Deleting a stage is permanent. Move any active deals to a different stage before deleting.

## Multiple Pipelines

Create separate pipelines for different sales processes (e.g., "Enterprise Sales", "SMB Self-Serve", "Partner Deals").

### Creating a New Pipeline

1. Go to **Settings → Deals → Pipelines**
2. Click **Create Pipeline**
3. Name the pipeline
4. Add stages with probabilities
5. Click **Save**

### Setting a Default Pipeline

One pipeline is always the default (used when creating deals without specifying a pipeline):

1. Go to **Settings → Deals → Pipelines**
2. Click the three-dot menu on the pipeline you want as default
3. Select **Set as Default**

### Switching Pipelines in the Board View

In **Deals → Board**, use the pipeline dropdown at the top to switch between pipelines. Each pipeline shows its own stages and deals.

## Stage Probabilities and Forecasting

Stage probabilities drive your revenue forecast:

- A deal worth $10,000 at the "Proposal" stage (50%) shows as $5,000 in weighted pipeline
- Moving a deal to "Negotiation" (70%) updates the forecast to $7,000
- "Closed Won" (100%) counts as actual revenue

> **Tip:**
> Set probabilities that match your actual historical conversion rates. Review and adjust quarterly based on your team's win rates at each stage.

## Related

- [Deals Overview →](https://docs.graph8.com/deals/overview/) - How the deal pipeline works
- [Prospects →](https://docs.graph8.com/deals/prospects/) - Managing active deals
- [Roles →](https://docs.graph8.com/settings/roles/) - Control who can edit pipeline settings