Stages
Stages
What are Stages?
Stages are the steps your partners and deals move through. They help you and your partners see where things stand, from a new partner or lead right through to won or lost.
Where to find it: Settings, then Stages (under Partner Program). Admin or Partnerships team members can use this page. You need a paid Journeybee plan.
Two kinds of stages
The page has two tabs at the top:
Partners: Stages for your partner relationships.
Deals: Stages for your deal pipeline.
If you have more than one partner type turned on, a second row of tabs lets you set up stages for each partner type (Referral and Reseller). Distributor partners are managed separately by Journeybee and do not appear here.
Partner Stages
Partner stages are simple steps with a name and an order. Use them to track how a partnership is progressing, for example “New”, “Onboarding”, “Active”, and “Churned”.
Add a partner stage
Click Create stage at the top.
Type a Name for the stage.
Click Add stage.
Reorder, edit, or delete
Reorder: Drag a stage by its handle to move it up or down the list.
Edit: Click a stage name to change it.
Delete: Click the bin icon (admins only). You cannot delete the last remaining stage.
Deal Stages
Deal stages track where a deal is in your pipeline. Each deal stage has a name, an order, and a Lifecycle Stage that tells partners the overall status.
Lifecycle stages
Each deal stage is linked to one of these lifecycle stages:
New
In progress
Won
Lost
On hold
Expired
The lifecycle stage is what partners see so they know how a deal is doing. You can have several deal stages mapped to the same lifecycle stage if you want more detail for your team.
Add a deal stage
Click Create stage at the top.
Type a Name for the stage.
Pick a Lifecycle stage from the list.
Click Add stage.
Reorder, edit, or delete
Reorder: Drag a stage by its handle to move it.
Edit: Click a stage name to change it, and use the lifecycle dropdown to change its lifecycle stage.
Delete: Click the bin icon (admins only). You cannot delete the last remaining stage.
Saving your changes
When you have unsaved changes, a Save button appears at the top. Click Save to keep them or Cancel to throw them away.
Good to know
Only admins and partnerships team members can change stages.
Changing the order of stages affects all existing partners and deals.
Partners see the lifecycle stage of their deals, so pick clear names like “Won” and “Lost”.
You cannot delete the last stage. Add a new one first if you need to remove it.
Keep the number of stages manageable, around 5 to 8 works well for most teams.