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."