> 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.

<figure><img src="/files/z0Uo5l13Hz2il89ZjHxw" alt=""><figcaption></figcaption></figure>

### 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**.

<figure><img src="/files/eczBx0hNbRHvt4dMs4MX" alt=""><figcaption></figcaption></figure>

### 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.
* **Objective** — the goal of this stage. Answers *"What are we trying to accomplish here?"* (e.g., "Confirm budget and decision-maker.")
* **Activities** — what reps should *do* in this stage. (e.g., "Schedule discovery call, send recap email, qualify on BANT.")
* **Exit Criteria** — what must be true before a deal can leave this stage. (e.g., "Decision-maker confirmed, budget verified, timeline agreed.")
* **Won** — *(Completed-group stages only)* marks the stage as a "deal won" outcome. Deals in won stages are excluded from risk generation and counted as wins in reporting. Closed Won is set to Won by default.&#x20;
* **Hidden** — when toggled on, the stage is hidden from the pipeline view but existing deals in it remain.&#x20;

Objective, Activities, and Exit Criteria are free-text guidance fields — they help reps understand the stage. The Rox agent uses them when **assessing deal risk** and when **deciding if a deal is ready to advance to the next stage**. Filling them in improves the accuracy of both.

<figure><img src="/files/Kl8umyH29AdeEwxRsMGM" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="/files/Qq4hnJMDdbn69VVk2Rrn" alt=""><figcaption></figcaption></figure>

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