Stages and Statuses
Configure the lifecycle every opportunity runs through.
DeedPulse ships with a default stage flow, but every team will want to adjust it to their sales process.
Default stages
| Stage | What it means |
|---|---|
| New | Matched by a campaign, not yet touched |
| Contacted | At least one outreach attempt recorded |
| Conversation | Homeowner has replied or answered a call |
| Appointment Set | An in-home or virtual appointment is on the calendar |
| Quoted | A price / scope has been shared |
| Closed — Won | Contract signed |
| Closed — Lost | They went elsewhere or decided against it — with a reason code |
| Disqualified | Not actually a fit (wrong property type, no contact info, etc.) |
Editing stages
From Settings → Pipeline:
- Rename any stage. Reports adapt automatically.
- Add stages (e.g. a "Technician Dispatched" stage for field teams).
- Reorder by drag.
- Archive stages you don't use — existing opportunities stay, but new ones can't enter them.
Statuses on the opportunity
Separate from stage, every opportunity carries a status: Active, On Hold, Closed. Use On Hold for deals that are paused for a known reason (e.g. move-in delayed 30 days) — they're excluded from stale-flag reporting until you reactivate.
Reason codes
Closed-Lost and Disqualified stages require a reason code. Codes are short, shared across the account, and drive the "why we're losing" report on your dashboard.
Sane starting reason codes:
- Went with a competitor
- No response after 4 attempts
- Not a buyer (investor / corporate owner)
- Out of service area
- Existing system already installed