Admin Guide / Organization Settings
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
Go to Settings → Opportunities.
Click + next to the group you want to add the stage to (Lead, In Progress, or Completed).
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.
