Sales Pipeline

How leads move through your pipeline, when a stalled deal gets flagged, and the reasons a lead can be marked lost.

Lead Stages

Resolves Open Item #5 — this is still genuinely undecided in the spec, unlike some other settings on this site.

Fixed system stagesSimpler

The same 6 stages every PrintFlow tenant uses. No setup needed, and reporting benchmarks cleanly across shops.

Custom pipeline

Rename, reorder, add, or remove stages to match how your team actually sells. Won and Lost always stay as the two ways a deal ends.

1 New / Enquiry

2 Contacted

3 Quotation Sent

4 Negotiation

5 Won Terminal — locked

6 Lost Terminal — locked

Flags a lead that's gone quiet before it dies silently in the pipeline.

Enable stale-lead alerts

Won and Lost leads are never flagged — they've already reached an outcome.

Flag as stale after days with no activity

Applies to these stages

New / Enquiry Contacted Quotation Sent Negotiation

Who gets notified, and by what channel, is set in Notifications & Alerts →

Required on every lead marked Lost — this is what makes "why do we lose deals" a real report instead of a guess.

Price too high

Chose a competitor

Project cancelled

No response from customer

Budget cut

Timing not right

Other