🔒 This feature requires the paid Operations Add-on.
Deal stages in PaintScout are the customizable steps in your sales and production pipelines. They show where a job sits from lead request through completion.
How Do I Customize Deal Stages?
1. Go to Account Settings > Pipelines.
2. Select Sales or Production.
3. Click Add Stage.
4. Enter the details for your new stage:
Stage Name — a clear label, such as "Estimate Sent" or "Scheduled"
Stage Order — drag and drop stages into the right order.
Best Practices for Deal Stages
Keep stage names short and action-oriented.
Match stages to major workflow milestones.
Avoid too many stages. Keep the pipeline easy to scan.
Pro tip: Review your deal stages regularly. Updated stages keep your pipeline and reporting accurate.