Deal Stages

Customize your pipeline stages to match your workflow from lead request through job completion.

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.

Important: this feature requires the paid Operations add-on.

---

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.

---

Related articles

Introduction to Deals

Learn how deals work in PaintScout to track opportunities through the entirety of the sale and production with board and list views.

Create a Deal

Create and edit deals in PaintScout by linking contacts, setting pipeline stages, and assigning deal owners.

All Deals Report

View a complete overview of all deals in your CRM with pipeline health, deal stages, types, and value breakdowns.

Deal Tag Summary Report

Analyze tagged deal performance including deal count, total value, and average value by tag category.