Glossary/Email & Lifecycle/Deal Stage
Email & Lifecycle
Deal Stage
A step in a CRM sales pipeline, such as discovery, proposal, or negotiation, that tracks an opportunity's progress toward closing.
By Brandon Mina·CEO, BrandPilot AI·Updated November 2026
Short answer
A deal stage is a defined step in a CRM sales pipeline, such as discovery, proposal, negotiation, or closed won, that shows how far an opportunity has progressed toward closing. Each stage often carries a win probability. Tracking deals by stage helps teams forecast revenue, spot bottlenecks, and manage pipeline health consistently.