Getting Started
3 min read

Setting Up Your Pipeline Stages

Customize your sales pipeline for your workflow

Setting Up Pipeline Stages

Your sales pipeline represents the journey from lead to closed deal.

Default Pipeline Stages

OutReign comes with these default stages:

  • Lead - Initial contact, not yet qualified
  • Qualified - Confirmed fit and interest
  • Meeting - Demo or discovery scheduled
  • Proposal - Proposal or quote sent
  • Negotiation - Terms being discussed
  • Closed Won - Deal successfully closed
  • Closed Lost - Deal did not close
  • Customizing Stages

    Currently, pipeline stages are managed through the settings:

  • Go to Settings → Pipeline
  • Add, remove, or reorder stages
  • Set win probability percentages for forecasting
  • Choose stage colors for visual organization
  • Best Practices

  • Keep stages action-oriented (e.g., "Proposal Sent" not "Proposal")
  • Limit to 5-7 stages for clarity
  • Define clear criteria for moving between stages
  • Use consistent probability percentages
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