> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sale stage

> Add a sale stage

This task is done in Settings and maintenance and you must be an administrator.

The **Stage** field in the Sale card tracks the phase of a sale, such as "Open," "Sold," or "Lost." These stages are predefined in the **Sale - Stage** list, which you can manage in **Settings and maintenance** under **Lists**.

Stages can be linked to [sale types][1], specifying which stages are available for each type. If no sales guide is defined, the **Stage** field is still visible on the sale, allowing users to view and update the sale's current stage.

## Add a sale stage

1. Select <i class="ph ph-list-bullets" aria-hidden="true" /> **Lists** in the Navigator.

2. Select **Sale - Stage** from the dropdown menu. The **Items** tab displays all existing stages.

3. Click **Add** to open the **Edit list item** dialog.

4. In the **Name** field, enter the name of the new stage. *(Mandatory)*

   This name will appear in the **Stage** field on the Sale screen.

5. In the **Probability** field, specify the likelihood of a successful sale at this stage, as a percentage.

   This figure will appear next to the stage in the Sale screen.

6. *(Optional)* Add a description in the **Description** field to clarify the purpose of the stage.

7. Click **Save** to apply your changes or **Cancel** to discard them.

## Edit or delete a sale stage

1. Follow steps 1-2 in **Add a sale stage** to access the **Sale - Stage** list.

2. To edit:
   1. Double-click the required stage to open the **Edit list item** dialog.
   2. Update the fields as needed and click **Save**.

3. To delete:

   1. Select the stage in the list and click **Delete**.

   <Warning>
     Deleting a stage removes it from all linked sale types and sales guides. Ensure it is not in active use before proceeding.
   </Warning>

## Restore a deleted sale stage

If a sale stage has been deleted, you can restore it from the **Sale - Stage** list. However, restoring does not automatically reestablish any links between the restored item and related sale types or guides. You must recreate these connections manually if needed.

The steps are similar to [restoring a deleted sale type][2].

[1]: ./sale-type

[2]: ./sale-type#restore


## Related topics

- [Add or update sale types](/en/sale/admin/sale-type.md)
- [Create a sales guide](/en/sale/admin/create-sales-guide.md)
- [Edit a sales guide](/en/sale/admin/edit-sales-guide.md)
- [Track sales progress](/en/sale/learn/sales-guides#change-stage.md)
