Edit your deal stages and start from your industry's pipeline
Sales admin now shows Edit stages right on the Pipeline card, even before you have a pipeline of your own, so you can rename, add, reorder and remove the…
Enhancement · Growth ·
Sales admin now shows Edit stages right on the Pipeline card, even before you have a pipeline of your own, so you can rename, add, reorder and remove the stages your Deals board uses. Creating a pipeline now also offers ready-made stages for your kind of business, such as Plumber (New enquiry, Quoted, Booked in, Job done, Invoiced), with your own business type first.
October 2026 · Releases & improvements
Whiteboard zoom now lands where you asked · Quotes raised on a deal now appear once in Finance
