How Non-Pipeline Stages Differ from Pipeline Stages
No defined order. Pipeline stages have a numeric order that determines their position in the progression. Non-pipeline stages have no order — they are sorted alphabetically by name and exist independently of the pipeline flow.
Not part of the linear progression. Pipeline stages form a funnel that accounts move through step by step. Non-pipeline stages are destinations that accounts can reach from any pipeline stage via actions, but they don't connect back into the pipeline sequence.
Common examples:
Do Not Contact — The homeowner has requested no further contact.
Not Qualified — The property or homeowner doesn't meet criteria.
Lost — The opportunity was lost to a competitor.
On Hold — The account is paused for a specific reason.
Cancelled — A previously progressed account has been cancelled.
When to Use Non-Pipeline Stages
Use non-pipeline stages for any outcome that removes an account from your active sales process. If an account can still progress forward through your normal flow, it belongs in a pipeline stage. If it's reached a terminal state or a state outside the normal flow, it belongs in a non-pipeline stage.
Non-Pipeline Stage Properties
Non-pipeline stages have the same configurable properties as pipeline stages — name, short code, color, scope, required fields, and auto-trigger. The only difference is they do not have an order value, which is what keeps them outside the pipeline.
Moving Accounts to Non-Pipeline Stages
Accounts reach non-pipeline stages through actions. For example, you might configure a "Disqualify" action on your "Lead" stage that moves the account to a "Not Qualified" non-pipeline stage. Actions from any pipeline stage can target a non-pipeline stage.