> For the complete documentation index, see [llms.txt](https://docs.rox.com/development/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rox.com/development/product/organization-level-configurations/opportunity-stage-management.md).
# Opportunity Stage Management
Stages are the building blocks of your opportunity pipeline. From **Settings → Opportunities**, you can create new stages, edit existing ones, reorder them, and define what each stage is for.
### Stage groups
Stages are organized into three groups that reflect a deal's lifecycle:
* **Lead** — early-funnel stages before a deal is actively in flight.
* **In Progress** — active selling stages (discovery, demo, proposal, etc.).
* **Completed** — terminal stages (Closed Won, Closed Lost, Non Qualified).
You can add stages to any group using the **+** button next to the group header.
### Creating a stage
1. Go to **Settings → Opportunities**.
2. Click **+** next to the group you want to add the stage to (Lead, In Progress, or Completed).
3. Fill in the stage details (see below) and click **Save**.
### Editing a stage
Click the **⋯** menu next to any stage and choose **Edit**. The Edit Stage modal lets you configure:
* **Color** — the chip color shown in the kanban and lists. Use color to signal stage health or grouping at a glance.
* **Name** — short, recognizable label (e.g., "Discovery", "Proposal").
* **Description** — internal note about what the stage represents. Visible to admins managing the pipeline.
* **Hidden** — when toggled on, the stage is hidden from the pipeline view but existing deals in it remain.
### Reordering stages
Drag and drop any stage to change its position. Order matters: it controls the left-to-right flow of your kanban *and* defines what counts as "the next stage" when Sequential Stage Progression is enabled.
You can also drag stages between the Lead, In Progress, and Completed groups.
### Deleting a stage
Click **⋯** next to a stage and choose **Delete**. Before deleting, make sure no opportunities are currently in that stage — Rox will warn you if there are. If you want to retire a stage without losing history, prefer the **Hidden** toggle on the Edit modal instead.
