Rename your deal stages
Give a Buying or Selling stage your own name from its column on the Pipeline board.
Rename a stage from the menu in its column header on Pipeline.
Open the column menu
On Pipeline, choose Buying or Selling, point at the column and click the three-dot button that appears in its header.
Rename it
Click Rename stage, type the new name and press Enter. Esc keeps the old name.
The new name shows everywhere the stage appears: the board, deal pages, contact lists and Analytics.
Good to know
- Each side has its own stages. Renaming Under Contract on Buying leaves Under Contract on Selling as it is.
- You can rename stages, but you can’t add, remove or reorder them.
- The default stages each have a color. A renamed stage turns gray, unless you give it another default stage’s name.
- The last stage on each side stays your closed stage after you rename it, so closing a deal and Analytics keep working.