Customise Deal Pipelines

Written by Jie Yeu Teoh

Updated April 30, 2026

💡 Quick Answer

Head to Deal Settings, click Manage Deal Pipeline and customise with your deal stages.

With One Good Card, you can customise your own sales pipeline, or even create multiple pipelines for different purposes. Whether you're in sales, PR, consulting, or a creative field, you can make the system work for you.

What is a Sales Pipeline?

A pipeline is the overall flow your deals move through, from first contact to closing. Each pipeline is made up of deal stages, like “Lead In”, “Negotiation”, or “Won”.

Create multiple pipelines (e.g., B2B, partnerships, internal projects)
Define your own stages per pipeline
Streamline your deal tracking

Create Pipelines for Different Uses

You can set up separate pipelines for:

Different services (e.g., PR campaigns vs. media training)
Different workflows (e.g., client sales vs. sponsorship deals)

This keeps things organised, focused, and easy to manage at a glance.

How to Create and Customise Pipelines & Deal Stages

Log in to your One Good Card account.
Go to Deals & click on Settings at the Top Right.
Select Manage Deal Stages (Pipeline).
Under the Dropdown Menu, click Create New Pipeline.
Give this pipeline a custom name (e.g. “Client Projects”, “Event Leads”, or “Enterprise Sales”)
Customise or add new deal stages accordingly. Examples:
- Stage 1: New Lead
- Stage 2: Meeting Scheduled
- Stage 3: Proposal Sent
- Stage 4: Deal Won
Click Create New Pipeline to Save.

✨ Pro Tips:

You can edit or rearrange stages anytime to reflect your evolving process.
Create separate pipelines for different teams or service lines to keep workflows organised.
Use clear stage names so everyone on your team knows the exact meaning and action required.

Frequently asked questions

Can I create unlimited custom deal properties?

Yes. There’s no limit, create as many fields as needed to tailor your CRM to your business workflow.

Will my pipeline reflect these changes instantly?

Yes, updates in either view are reflected immediately across your account.

Can I delete or edit a custom deal property later?

Absolutely, go back to Manage Deal Properties to edit or remove any custom fields.

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