# Deals

> Configure deal stages in pipelines.

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

Set up and manage deal stages that track your sales process from first contact to close.

## Pipeline Stages

A pipeline is a series of stages that represent your sales process. Deals move through stages as they progress toward closing.

### Viewing Stages

Go to **Settings → Deals** to see all stages in your pipeline, displayed in order from first to last.

Each stage shows:

- **Name** — the stage label visible across the platform
- **Type** — Open, Won, or Lost
- **Probability** — the likelihood of closing at this stage (used in forecasting)
- **Color** — visual identifier in pipeline views

### Adding a Stage

1. Click **Add Stage**
2. Enter the stage name
3. Set the stage type:
   - **Open** — deal is still in progress
   - **Won** — deal is closed-won
   - **Lost** — deal is closed-lost
4. Set the probability percentage
5. Choose a color
6. Save

### Editing a Stage

1. Click the stage in the list
2. Update name, type, probability, or color
3. Save

Existing deals in the edited stage update to reflect the new settings.

### Reordering Stages

Drag and drop stages to change their order. The order determines how stages appear in the pipeline board view and reports.

### Deleting a Stage

1. Click the delete icon next to the stage
2. Choose where to move existing deals in this stage
3. Confirm

You cannot delete a stage without reassigning its deals.

## Multiple Pipelines

Create separate pipelines for different sales processes (e.g., New Business, Renewals, Partnerships).

### Creating a Pipeline

1. Go to **Settings → Deals**
2. Click **Add Pipeline**
3. Name the pipeline
4. Add stages specific to this pipeline
5. Save

### Switching Pipelines

Each pipeline operates independently. Switch between pipelines from the dropdown in the Deals section.

## Default Pipeline

Set one pipeline as the default. New deals are created in the default pipeline unless specified otherwise.

1. Go to **Settings → Deals**
2. Find the pipeline
3. Click **Set as Default**

## Frequently Asked Questions

### Can I move deals between pipelines?

Yes. Edit any deal and change its pipeline assignment. The deal will be placed at the first stage of the new pipeline.

### What happens to reports if I change stage names?

Historical data is preserved. Reports reference the stage as it was when the deal was in that stage. Current views reflect the updated name.

### How many pipelines can I create?

There's no hard limit. Create as many as your sales process requires.

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> **Tip:**
> Keep pipelines simple — fewer stages with clear criteria help your team move deals forward.