Last updated: January 2026
Your deal pipeline is the heart of your sales process. Ralivi lets you customize pipeline stages to match exactly how your team sells, including stage names, win probabilities, and visual colors.
Ralivi comes with a standard 5-stage pipeline that works for most businesses:
10% probability
Initial contact, not yet qualified
25% probability
Qualified as a good fit, needs identified
50% probability
Proposal sent, awaiting decision
75% probability
Negotiating terms and pricing
100% probability
Deal won, customer signed
Navigate to Settings → Pipeline Settings. You'll see your current pipeline stages listed.
For each stage, you can modify:
Use the up/down arrows (▲▼) on the left of each stage to change the order. Stages appear in this order on your pipeline board.
Click "+ Add Stage" to create a new stage. It will be added at the end of your pipeline. You can then customize and reorder it.
Click the trash icon (🗑️) to delete a stage. You must have at least 2 stages in your pipeline.
Click "Save Changes" at the bottom to apply your pipeline customizations. Changes take effect immediately.
Win probability represents the likelihood that a deal in each stage will close successfully. This is used to calculate weighted pipeline value.
If you have a $10,000 deal in the "Proposal" stage (50% probability):
Weighted Value = $10,000 × 50% = $5,000
This helps you forecast revenue more accurately by accounting for the likelihood of winning each deal.
Best for: Small teams, simple sales processes
Best for: Most businesses, balanced detail
Best for: Complex sales, enterprise deals
Design stages that reflect how your team actually sells. Don't add stages just because they sound good - use what you actually do.
Start with fewer stages (3-5) and add more only if needed. Too many stages make the pipeline confusing and harder to manage.
Choose names that clearly indicate what happens in each stage. Your team should instantly understand what each stage means.
Periodically review your pipeline stages and probabilities. Adjust based on actual win rates and team feedback.
Make sure everyone understands what each stage means and when to move deals forward. Consistent usage leads to better forecasting.
Changing stage names won't affect existing deals. Deals keep their current stage ID, so they'll automatically show the new name. However, historical reports may show the old names.
Deleting a stage won't delete deals in that stage. Those deals will remain visible but may need to be manually moved to a different stage. Consider moving deals before deleting stages.
If you want to start over, click "Reset to Default" to restore the original 5-stage pipeline. This will replace your current configuration.
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