How to Identify or Set the Status Type in Your Pipeline

How to Identify or Set the Status Type in Your Pipeline

When editing your pipeline stages, you'll see a status type selector or label next to each stage. This helps you identify or assign the type of status:

1. Deal Won – Marked with a “Won” label. This indicates a successfully closed deal.
2. Deal Lost – Marked with a “Lost” label. Used for deals that didn’t go through.
3. Default – Any other status is considered “default”, representing stages in progress (e.g., Contacted, Demo Scheduled, Proposal Sent).

To Change or Confirm the Status Type:

1. Click the 3 vertical dots next to a pipeline stage.
2. Select Edit.
3. Look for the status type dropdown or icon.
4. Choose the appropriate type:

• Default
• Deal Won
• Deal Lost

Updated on: 17/10/2025