Deal Stages & Pipeline

Deal stages define your sales pipeline. Facilities Finder provides default stages, but you can customize them to match your sales process.

Default Stages

Your account starts with these default stages:

Open vs. Closed Stages

Open Stages

• Represent active deals in your pipeline
• Appear in the kanban board
• Included in pipeline value calculation
• Deals can move forward and backward

Closed Stages

• Represent completed deals
• Closed Won = Successfully closed deals
• Closed Lost = Deals that didn't close
• When moved to a closed stage, the deal is marked with a "closed at" timestamp

Using the Kanban Board

The home dashboard shows a kanban board with:

• One column per open stage
• Deal cards showing name, value, and contact
• Drag and drop to change stages
• Total value per column

Moving Deals

1. Click and hold a deal card
2. Drag to the target stage column
3. Drop to update the stage

The stage change is logged automatically in the deal's activity timeline.

Stage Manager

Customize your stages using the Stage Manager:

1. Open any Deal Modal
2. Look for the stage dropdown
3. Click Manage (or the gear icon)
4. The Stage Manager modal opens

Creating a Stage

1. In Stage Manager, click Add Stage
2. Enter a name
3. Choose a color
4. Set whether it's a closed stage
5. Click Create

New stages are added before closed stages in the pipeline order.

Editing a Stage

1. Find the stage in the Stage Manager
2. Click the edit button
3. Change name, color, or closed status
4. Click Save

Deleting a Stage