Configure your deal stages to match your sales process.
How to get there: Go to Deals in the top menu → click the settings icon to customize stages.
Stages belong to the currently selected pipeline. Click a column name, or open ··· and choose Pipeline settings, to rename, add, delete, or reorder its stages. Changes never affect stages in another pipeline.
Default Stages
Boei starts with default stages:
- New
- Contacted
- Qualified
- Proposal
- Won
- Lost
You can customize these to fit your workflow.
Adding a Stage
- Look for the Add Stage option on the deals page
- Enter the stage name
- The new stage appears as a column
Renaming Stages
- Click on the stage name in the column header
- Edit the text
- Press Enter or click away to save
Reordering Stages
Drag stages to change their order:
- Click and hold the stage column header
- Drag left or right
- Release to set new position
Deals move through stages in the order you set.
Changing Stage Colors
Each stage can have its own color:
- Click the color indicator next to the stage name
- Choose a new color from the picker
- Color is applied immediately
Use colors to visually distinguish stages (e.g., red for Lost, green for Won).
Deleting Stages
- Click the delete option on the stage
- Confirm deletion
- Deals in that stage move to the first available stage
Warning: Make sure to move important deals before deleting a stage.
Stage Statistics
Each stage column shows:
- Deal count - Number of deals in that stage
- Total value - Sum of all deal values in the stage
Best Practices
Keep It Simple
- 5-7 stages is usually enough
- Too many stages can slow down your process
Use Clear Names
- "Qualified" is better than "Stage 3"
- Names should describe the deal's status
Match Your Process
Common stage patterns:
Sales Pipeline:
- Lead → Qualified → Proposal → Negotiation → Won/Lost
Service Business:
- Inquiry → Quote Sent → Accepted → In Progress → Completed
Consulting:
- Discovery → Proposal → Contract → Active → Closed