Documentation / Lead & Pipeline Management (CRM) CRM Configuration, Stages & Lost Reasons Updated 2026-08-31 Copy link Print In this section Design the pipeline: stage columns, the won stage, rotting thresholds and per-team stages Stages are the columns of the opportunity pipeline. This screen decides how… Close a deal as lost: the Lost dialog, lost reasons, restoring a deal and win/loss reporting Closing a deal as lost records why it was lost, takes it out of the live… Tag opportunities and define recurring revenue plans Two small configuration screens that shape how opportunities are classified and… CRM settings: predictive lead scoring, rule-based assignment and lead mining The CRM settings page holds the switches that change how the whole application… Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo