Sales pipelines and stages
Your stages, their odds and their colours, the way your team sells.
On this page 6 sections
In short
- Every pipeline has open stages, then Won and Lost.
- Add, rename, reorder or hide stages. Set each stage's probability.
- Only admins change pipelines.
Where: Settings → Sales pipelines (admins)
A pipeline is the list of stages a deal goes through (see Sales words). Ordo starts with one pipeline: Discovery, Proposal, Negotiation, Won and Lost.
Try it
In Ordo
- Settings
- Sales pipelines
- Add a stage
Changes apply when you click Save stages.
How it works
- Open stages: add one, rename it, put them in order with ↑ ↓, or hide one this pipeline doesn't use. When you rename a stage, its deals move with it.
- Delete a stage: you can delete a stage only when no deal is in it.
- Probability: each open stage has a probability. A deal takes it when it enters the stage.
- Colour: click the dot next to a stage. Choose a colour, or any other colour from the rainbow. A stage has the same colour in every pipeline.
- Won and Lost: always stay. They end the deal and count in the dashboards.
More than one pipeline
For example, one for new customers and one for renewals. Click Add pipeline. A new pipeline starts with the usual stages and probabilities. You can change them after. One pipeline is the default for new deals. You can't delete a pipeline that still has deals.
Good to know
- In Chinese, the built-in stage names show in the reader's language, unless you renamed them.
Questions
Can I rename the stages?
Yes. An admin renames them in Settings → Sales pipelines. The deals move with the stage.
Can I have more than one pipeline?
Yes. Add one for each way you sell, for example new business and renewals.