Every Sales Hub starts with a default set of stages: New lead → Qualified → Quoted → Won → Lost. That's a fine starting point, but most companies adjust it within the first week to match how they actually sell.
Where to find the editor
Open your manage menu, then Settings → Sales → Deal stages. Full path: /manage/your-company/settings/sales/stages. Only Owners and Admins can edit stages.
Renaming a stage
Click the stage name
It becomes editable in place.
Type the new name
Use whatever language your team uses out loud. “Site walk booked”, “Awaiting PO”, “Verbal yes” — whatever fits.
Save
Click out or press Enter. The new name shows up on every card in that stage instantly across every device.
Adding a stage
Click + Add stage at the bottom of the list. Pick a name and a type:
- Open — a working stage. Most of your stages will be this.
- Won — terminal-positive. Cards in Won stages count as won deals in your numbers.
- Lost — terminal-negative.
Stage type is permanent
Once a stage is created, you can't change its type. The reason is your historical numbers — flipping a stage from Won to Open would silently change your win-rate reporting. If you need a different type, create a new stage with the right type and move the deals over (the editor offers this when you delete a stage with deals in it).
Reordering stages
Each stage row has up and down arrows. Use them to nudge the stage left or right on the board. Stages stay in the same order on every device for everyone in your workspace.
Deleting a stage
Click the delete icon on a stage row. If there are deals in that stage, we ask you to pick a different stage to move them into first — no deals are ever orphaned.
- Moving deals to an Open stage clears their close date.
- Moving deals to a Won or Lost stage sets a close date if they didn't have one.
- Already-closed deals keep their original close date.
Suggested setups by trade
If you're stuck, here are a few setups that work well for typical heavy-industry sales cycles. Adapt freely.
- Hydrovac / Trucking — New lead → Quoting → Quoted → Scheduled → Completed (Won) → Lost
- Pipeline / Civil contractor — Lead → Site walk → Estimate in progress → Estimate sent → Verbal yes → Contract signed (Won) → Lost
- Equipment rental — Inquiry → Availability checked → Quoted → On rent (Won) → Off rent → Lost
- Industrial maintenance / Turnaround — RFP received → Pre-bid walk → Bid submitted → Awarded (Won) → Mob'd → Demob'd → Lost
Keep it short
Five to seven stages is a sweet spot. More than that and the board gets crowded; cards spend so little time in each stage that the moves feel like noise. If you find yourself with 10+ stages, look for two adjacent stages that always get moved through together — they're probably one stage.
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