How to manage the funnel and stages
Adjust your deals board stages to match how your sales process works: create, rename, reorder, and set the probability for each one.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The stages are the columns on your deals board. They should reflect the real path of your sale, from first contact to closing. The probability of each stage helps predict how much revenue should come in.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can change the stages.
Step by step
- Step 1:
Open and click Manage Pipeline.
- Step 2:
The window lists the stages in the order they appear on the board, along with the probability and number of deals in each one. Use the arrows to move a stage up or down.
- Step 3:
To change a stage, click its pencil icon. You can edit the name, color, probability, and the activity that gets created when a deal enters it. Click Save.
- Step 4:
To create a stage, go to Add stage, at the bottom of the window. Enter the name, choose the Color and the Probability.
- Step 5:
Click the Add stage button.
- Step 6:
The new stage appears at the end of the list. Move it to the right position using the arrows and click Close.
How to confirm it worked
The deals board shows a column for each stage, in the order you set.
If something goes wrong
I can't delete a stage.
The stage still has deals in it. Move the deals to another stage and try again.
Next step
Move deals between stages as the sale progresses.
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