Sales project stages
As a project progresses, it moves through different stages, each one representing a phase in the project lifecycle.
Why stages matter
Understanding stages helps you:
- Track where each project is in the Sales journey
- Work out which team is working on it at that time
- See your pipeline across all projects at a glance
Sales project stages
Stages describe a part of the process. At the end of a project, the stage is replaced with an outcome.
| Stage | Description |
|---|---|
| Onboarding | Customer or site creation is in progress. No design or quote has been initiated. |
| Quoting | Quote preparation is underway, designer may be creating a quote in Pylon. |
| Considering | Customer has received one or more quotes and is deciding whether to proceed. Triggered once a quote has been synced from Pylon. |
| Committing | Customer has accepted the quote proposal in Pylon and is proceeding through commitment flow (e.g., deposit). |
| Inspection | Active job type is an inspection. |
| Installation | Active job type is installation. |
| Outcome | Description |
|---|---|
| Completed | Installation has been successfully delivered. |
| Lost | Customer chooses not to proceed before commitment. |
| Cancelled | Project was committed but later withdrawn. |
| Failed | Project could not proceed due to design, inspection, or compliance failure |