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How do I customize pipeline stages?

From the Opportunities board, open Manage pipeline stages → Pipeline Stages. There you can:

  • Add a stage by entering a New stage name.
  • Reorder stages.
  • Set a default probability per stage, so probability fills in automatically as a deal advances.
  • Mark a stage as one that Marks the deal won or Marks the deal lost.
  • Archive a stage you no longer use.

If you try to delete a stage that still contains deals, Omega tells you: "It still has opportunities, so it was archived instead of deleted."