What are deal stages?

Deal stages are color-coded columns that indicate a contact's lead status in your Deal Pipeline. Within your Dewy account, there are several preset deal stages/lead statuses. These include:

• New Lead
• Contacted, Not Booked
• Booked Consult
• Consult No Show
• Consult, Still Considering
• Purchaser/Booked Appointment
• Completed Treatment
• Not Engaged

In some cases, you may want to create a new deal stage to help you organize leads in a way that fits your practice's sales funnel.

How to create a new deal stage

Here's how to add a new deal stage:

• On the top right when viewing your Deal Pipeline, click the button that says ‘Add a Stage’
• Title it, select a color, and click ‘Add’
• You can drag this deal stage/lead status column anywhere you want to in the pipeline

🚨 Important Note: Deal stages are directly related to the lead nurturing automations in your Dewy account. Check out our guide on how deal stages and automations are related to learn more. Before making any deal stage updates, we recommend checking in with your Customer Success Manager to ensure that there isn't a disruption to the lead nurturing automations in your account.