> 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.

{% 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="Screenshot showing the Deal Stages settings page with stage names and drag-and-drop ordering"><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 %}

***

## Related articles

* [All Deals Report](/support/dashboard-and-reports/reports/all-deals-report.md) — View pipeline health, deal stages, types, and value breakdowns
* [Deal Tag Summary Report](/support/dashboard-and-reports/reports/deal-tag-summary-report.md) — Analyze deal performance by tag


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