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Home Release notes Deal stages say won, lost or still open, on the list as well as in pipelines

Deal stages say won, lost or still open, on the list as well as in pipelines

The Deal stage list in Fields & rules now shows what each stage means, as the lead stage list does. Change it there or in Sales pipelines and the deals already on that stage follow. Sales pipelines is back in the Settings menu, and the deals board shows the pipeline total instead of ₹0.

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What was wrong

Whether a deal counts as won or lost is set by its stage. That was set only in Sales pipelines, which sat behind a cog on the Plugins page, so a business that typed its own stages into the Deal stage list in Fields & rules had stages that meant nothing: a deal moved to “Won” still read open, and stayed in the pipeline total. Changing what a stage meant also left the deals already on it as they were.

Separately, the deals board said “₹0 pipeline” in its header while the list said the right figure.

What is new

🏷

Marked on the list

Settings, Fields & rules, Lists, Deal stage: each stage shows Still open, Deal won or Deal lost, as lead stages do.

🔗

One setting, two places

It is the same setting as Sales pipelines. Change it in either and the other follows. A stage two pipelines use differently is changed in Sales pipelines.

✅

Deals follow

Mark a stage Deal won and every deal already on it is closed, with a close date and an entry in its history. Mark it Still open and they reopen.

⚙

Sales pipelines in Settings

Back in the Settings menu under Customisation, as well as on the CRM row of Plugins.

📈

The board total

The deals board header shows the same pipeline figure as the list.

Does this affect anything you already have?

Nothing changes until somebody changes what a stage means. Changing what a stage means needs the right to change Sales pipelines. Deals closed this way do not send the “deal won” notification, because many can change at once.

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