Set up deal pipelines and win/loss reasons

Leads & pipeline

Set up deal pipelines and win/loss reasons

Switch Deals on, set a monthly target and create pipelines with their own stages.

Where to find it: Settings → Deals Owners and admins 5 min

Before you start

You're an owner or admin.

The steps at a glance

Step 1 of 4

Tap Settings in the menu, then tap Deals in the "Jump to a section" row (or scroll down to the Deals & forecast box).
Turn on Deals on or off.
Type a Monthly target and tap Save target.
Tap New pipeline, give it a Pipeline name, add stages with Add a stage, set each Chance %, then Save pipeline.

✅ How do I know it worked?

The new pipeline appears in the Pipeline menu on the Deals page.

⚠️ Common mistakes

ProblemYou deleted a pipeline with deals in it.FixMove its deals to another pipeline first.