Deal stages let you track where every prospect sits in your sales process — from first conversation to signed contract. Customizing your pipeline means the stages match how your agency actually sells, so your forecast and revenue reporting reflect reality instead of a generic default.
What you can do
Edit the default deal pipeline, or build new ones for different sales motions
Add, rename, reorder, or delete stages
Set a win probability on each stage so weighted revenue forecasts are accurate
Keep Closed Won and Closed Lost stages so reports calculate correctly
Edit your pipeline
Go to Settings > CRM Settings > Deals Pipeline.
Find the Default pipeline, or any pipeline you have created previously.
Click the edit icon next to the pipeline name.
To add a new stage, click Add stage at the bottom of the list, give it a name, pick a win probability from the dropdown, and click Save.
Drag stages to reorder them. Use the inline icons on any stage to rename or delete it.
A practical example
Say you run an executive search desk and a contract staffing desk, and they sell differently. Create one pipeline called Executive Search with stages like Discovery, Proposal Sent, Verbal Yes, Contract Out, Closed Won, Closed Lost — and a separate Contract Staffing pipeline with stages like Requirement Received, Resumes Submitted, Interviewing, Placement, Closed Lost. Each deal lives in the right pipeline, and revenue forecasts roll up cleanly per desk instead of mashing both motions together.
Things to know
Closed Won and Closed Lost stages are essential for clean reporting. Without them, deals stuck mid-pipeline distort your revenue forecast and win-rate metrics.
Win probability drives forecasted revenue. A deal in a 70% stage worth $50K contributes $35K to the weighted forecast. Set probabilities based on historical conversion, not gut feel.
Pipeline changes apply across your workspace. Every user sees the same set of stages, so coordinate with your team before renaming or deleting.
Deleting a stage does not delete the deals in it — Recruiterflow asks which stage to move them to first.
Related
Managing deals in the CRM
Deal reports and revenue forecasting