Pipeline and stage names

KretaOS runs two ladders. A lead moves new → contacted → qualified, and becomes a client when you win it. A deal moves discovery → proposal → negotiation → won → delivered, with lost off to one side. You can call every step whatever your team calls it. The meaning stays fixed, so reports, automations and Ask AI keep working.

Open Settings › Pipeline.

Rename deal stages

Under Deal pipelines, each stage sits in a group that says what it means:

• Open — where the work happens. Counts as open pipeline.
• Won — agreed. Counts as won revenue.
• Delivered — optional, fulfilled after winning. Still won revenue.
• Lost — off the forward path. The button on a deal's card is named after this stage (Lost, or whatever you call it), and pressing it moves the deal here.

Click a stage's name, type the new one and click away. It saves when you leave the box and shows "Renamed." Use the arrows to change the order inside a group.

Add a stage

Type a name in the box at the foot of a group — for example "Site visit" under Open, or "No budget" under Lost — and press Add. A new stage keeps the meaning of the group you added it to.

More than one pipeline

If you sell in different ways — new business, renewals, rentals — give each its own board:

1. Press New pipeline.
2. Name it, for example "Renewals", and press Add.
3. Rename its stages to fit.

Every pipeline needs at least one open, one won and one lost stage. A deal only moves between the stages of its own pipeline.

Archive, never delete

Press Archive on a stage or a pipeline you no longer use, then confirm. KretaOS refuses while deals still sit in it — move them first. A pipeline always needs at least one open, one won and one lost stage, so the last of any of them can't be archived; the editor says so before you confirm. Archived stages and pipelines are kept, so old deals and reports still read correctly.

Lead and client statuses

Under Lead and client statuses, rename the steps of the lead ladder and the client lifecycle (active and dormant). Type your own words and press Save names, and every chip and column uses them.

Or start from a Preset: KretaOS default, or Buyer-centric, which names each step by what the buyer has done ("Need confirmed", "Offer reviewed", "Committed"). A preset renames the lead steps and the built-in deal stages together.

A lead that is won is not a status: it becomes a client.