Set up your pipeline stages

Pipeline stages are the columns your opportunities move through, and they are yours to define — DealJourney does not impose a fixed set.

Stages are managed in the pipeline builder, reached from the pipeline view on Tilbud. There you can add stages, rename them, reorder them, and set each one's win probability.

The win probability is per stage and applies to every deal in that column: Vindsandsynlighed for denne fase – gælder alle aftaler i denne kolonne. Indstilles i pipeline-byggeren. It is what turns a list of open deals into a weighted forecast, so guessing at it undermines every forecast number downstream.

Name stages after what has happened, not how you feel. "Quote sent" and "Contract out for signature" are checkable; "Hot" and "Likely" are not, and two people will grade the same deal differently.

Deals in a stage that no longer exists. If you delete or rename a stage while opportunities are sitting in it, they end up with a stage that has no column: Disse aftaler har et trin, der ikke findes i din pipeline-opsætning, så de har ingen egen kolonne. Træk en af dem over på et trin for at flytte den, eller tilføj trinnet i Pipeline builder. They are not lost — but they are out of the board, and therefore out of sight, until someone moves them. Check for deals in a stage before removing it.