Add, edit, or remove deal stages

Step-by-step guide to managing the stages in your sales pipeline.

Understanding deal stages

Deal stages represent the phases of your sales process. Each stage tracks where a deal stands from initial inquiry through close. Wonderly requires you to assign a status to each stage: Active, Closed Won, or Closed Lost.

Active stages represent deals still in progress. Closed Won and Closed Lost stages represent closed deals. You can have multiple active stages but only one closed won stage and one closed lost stage per pipeline.

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Add a new deal stage

1. Click on Sales on the sidebar

2. Click on Deals on the sub-sidebar on the left

3. Click on the ⚙️ icon on the top-right corner of the Deals dashboard

4. Click on the Stages tab at the top of the page

5. Click on + Add stage at the bottom of the Pipeline stages list

6. A new stage row appears

7. Add your Stage name, Description, and Status

   1. The first field is the Stage name (e.g., "Qualified," "Proposal Sent," "Negotiating")

   2. The second field is the stage Description (optional but recommended for clarity)

   3. The third field is a dropdown to select the stage Status: Active, Closed Won, or Closed Lost

8. Click on Save changes

   1. Your new stage is now part of the pipeline

   2. It appears in the stage dropdown when you create or move deals

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Edit an existing deal stage

1. Click on Sales on the sidebar

2. Click on Deals on the sub-sidebar on the left

3. Click on the ⚙️ icon on the top-right corner of the Deals dashboard

4. Click on the Stages tab at the top of the page

5. Click on the field you'd like to edit

   1. The first field is the Stage title

   2. The second field is the stage Description

   3. The third field is a dropdown to select the stage Status (Active, Closed Won, Closed Lost)

6. Click on Save changes

   1. Your edits are saved immediately

   2. Any deals currently in this stage will reflect the updated stage name

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Remove a deal stage

1. Click on Sales on the sidebar

2. Click on Deals on the sub-sidebar on the left

3. Click on the ⚙️ icon on the top-right corner of the Deals dashboard

4. Click on the Stages tab at the top of the page

5. Click on the trash (🗑️) icon to the right of the stage Status dropdown

6. Click on Save changes

   1. The stage is removed from your pipeline

   2. All deals that were in the deleted stage remain in the system but are no longer assigned to a stage until you reassign them

No confirmation for deletion: There is no confirmation button when deleting a pipeline stage. Once you click Save changes, deletion cannot be undone. Make sure you intend to delete the stage before saving.

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Reorder deal stages

Your pipeline stages represent the steps a deal moves through from start to finish. If your sales process changes or you want to rearrange the order, you can reorder stages from your pipeline settings.

Steps

1. Go to Sales → Deals.

2. Click the ⚙️ icon in the top-right corner of the Deals dashboard.

3. Click the Stages tab.

4. Click and drag the stage you want to move using the six-dot handle to the left of the stage name. You'll see the order update in real time as you drag.

5. Drop the stage into the position you want.

6. Click Save changes.

The updated stage order is reflected across your pipeline immediately.

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What to verify after changes

After saving any stage changes:

• Stage names are unique: Wonderly requires all stage names to be unique across your pipeline

• All stages have names: Every stage must have a stage name to save

• Status is set correctly: Each stage must have a status (Active, Closed Won, or Closed Lost)

If you see a red text message below a stage, it means a validation error exists. Fix the issue before saving.

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Common issues

I see a red error message and can't save

This means:

• Two or more stages have the same name (stage names must be unique)

• A stage is missing a name entirely

Fix the duplicate or missing name and try saving again.

I deleted a stage by mistake

Deletion cannot be undone once you save. If you accidentally deleted a stage, you'll need to recreate it manually by adding a new stage with the same name and settings.

Deals aren't appearing in the correct stage after I edited it

Editing a stage name updates the label on existing deals, but doesn't move deals between stages. If deals need to be in a different stage, move them manually.

Related articles

Now that you've set up your stages, you're ready to:

• Create deals and assign them to the correct starting stage

• Move deals between stages as they progress

• Use stage names in your sales automations to trigger actions