> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/operations/deals/deal-stages.md).

# Deal Stages

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.

PaintScout preloads suggested deal stages into your account, but you can edit, reorder, add, or remove these stages to match your workflow.

PaintScout preloads suggested deal stages into your account, but you can edit, reorder, add, or remove these stages to match your workflow.

{% hint style="danger" %}
**Important:** this feature requires the paid **Operations add-on.**
{% endhint %}

***

## 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.

<figure><img src="/files/xqRvwfuG1cYnJgO8Ur3U" alt=""><figcaption></figcaption></figure>

***

## 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.

{% hint style="info" %}
**Pro tip:** Review your deal stages regularly. Updated stages keep your pipeline and reporting accurate.
{% endhint %}

&#x20;&#x20;

## Related articles

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Introduction to Deals</strong></td><td>Learn how deals work in PaintScout to track opportunities through the entirety of the sale and production with board and list views.</td><td><a href="/pages/uhSisoG7wkG0MUYBlrjP">/pages/uhSisoG7wkG0MUYBlrjP</a></td></tr><tr><td><strong>Create a Deal</strong></td><td>Create and edit deals in PaintScout by linking contacts, setting pipeline stages, and assigning deal owners.</td><td><a href="/pages/7jP7s8KhGHrNn90uaYt1">/pages/7jP7s8KhGHrNn90uaYt1</a></td></tr><tr><td><strong>All Deals Report</strong></td><td>View a complete overview of all deals in your CRM with pipeline health, deal stages, types, and value breakdowns.</td><td><a href="/pages/PmaF8mx98XCbtpk9deEB">/pages/PmaF8mx98XCbtpk9deEB</a></td></tr><tr><td><strong>Deal Tag Summary Report</strong></td><td>Analyze tagged deal performance including deal count, total value, and average value by tag category.</td><td><a href="/pages/7Iow6YDlvPQXZIsrjumu">/pages/7Iow6YDlvPQXZIsrjumu</a></td></tr></tbody></table>


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