Move a deal forward

Every deal sits at one stage of your workspace's sales process, such as Discovery, Qualify or Negotiate. The stage track near the top of a deal shows where it is. This page covers moving it along, and closing it.

Only the person who owns the deal, a team lead, an admin or the workspace owner can change a deal's stage, and not from a read-only seat.

Stages and exit criteria

Your workspace's admins set up the stages in Settings › Sales Process. A stage can have exit criteria: what should be true before the deal moves on, such as "Technical win" or "Pain confirmed".

Goose checks each criterion against the deal's calls. To see them, open the deal's Overview tab and press Exit criteria. The heading shows how many are met, for example 2 / 2 met. Each criterion is in one of three states:

• Met: ticked, with the call where it was met. Press it to see the evidence, then press Confirm (or the C key) if it's right, or Correct (E) if it isn't. Correct lets you add a note on what's off; press Save.
• No evidence yet: nothing on the deal's calls shows it yet.
• Not linked — not assessed: Goose can't check this criterion, so it doesn't count either way.

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Advance to the next stage

Under the stage track, press Advance to the next stage →. A small box asks you to confirm, because every rep sees the change. Press Advance to move the deal, or Cancel to leave it where it is.

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When every criterion Goose can check is met, Ready to advance shows beside the button.

When the Advance button is missing

The Advance button hides when Goose has checked the stage's exit criteria and at least one isn't met yet. Criteria marked Not linked — not assessed don't hide it.

Exit criteria are advice, not a lock. To move the deal anyway:

1. Press the pencil (Edit deal fields) in Deal facts.
2. Press the stage you want on the stage track.
3. Confirm the move. The box says whether you're moving the deal back, or skipping stages. If the stage closes the deal, it also says This also marks the deal won. (or lost).

You can move a deal back to an earlier stage the same way.

Win, lose or reopen a deal

• To close a deal, press ⋯ at the top of the deal, then Mark won or Mark lost, and confirm. The deal leaves your open pipeline for everyone.
• To reopen a closed deal, press ⋯, then Reopen deal, and confirm. It goes back into the open pipeline. If the deal sits on a closing stage, Goose moves it back to the stage it was on before.
• On the deal page, a won or lost deal's stage can't change until you reopen it.

Moving an open deal into your workspace's closing stage also closes it: Goose marks it won or lost and sets its close date. In a workspace that isn't linked to Salesforce, those are the stages whose names include Closed Won or Closed Lost. In a linked workspace, they're your stages paired with the Salesforce stages chosen in the Won and Lost rows of the CRM map. Before you confirm, the box warns This also marks the deal won. (or lost), and the toast afterward has an Undo. When the Salesforce sync changes a deal's stage, Goose takes won or lost from Salesforce instead. See Won and lost stages.

You can also close deals from the Deals page: tick them and press Mark won or Mark lost in the bar at the bottom. This applies at once, with no confirm step. There's no Undo. To reverse it, open each deal and choose ⋯ › Reopen deal. On a deal whose close date has passed, the overdue chip asks Did this close? See Your pipeline.

Changing several deals' stage at once

On the Deals page, tick the deals, press Change stage in the bar at the bottom, and pick the stage. This applies at once. A stage that closes deals is labeled (also marks won) or (also marks lost) in the menu. Deals that are already won or lost are skipped; reopen them to change their stage.

If your workspace is linked to Salesforce

Stage changes, wins and losses stay in Goose until you push them. If Push to Salesforce automatically is on for you, Goose pushes a deal you own after one of your meetings on it is analyzed, not on every edit.