Which Conditional Rules Unlock the "Won" or "Lost" Buttons Only at the Right Pipeline Stages
In Jestor's Sales Force template, the action buttons on each card change based on the sale's stage — the "won" and "lost" buttons only appear from a specific stage in the pipeline onward.
Why do the buttons change by stage?
Defining which buttons appear at each stage prevents a sale from being marked as won before going through the necessary negotiation steps, keeping the pipeline faithful to the company's real process.
Which buttons appear at each sales pipeline stage?
| Stage | Available buttons |
|---|---|
| New | Advance stage or mark as lost |
| Proposed | Advance stage or mark as lost |
| Sent | Won or lost |
| Won / Lost | None (sale closed) |
Where is this setting configured?
The buttons' conditional rules live in the sales Kanban settings, tied to each stage of the pipeline, following the same conditional logic used in other Jestor processes.
Why choose Jestor for sales pipelines?
Jestor lets you design a sales pipeline where each stage shows only the actions that make sense at that moment, reducing operational errors like marking a sale as won out of turn.
At which stage do the won and lost buttons appear?
They appear starting from the "sent" stage, after the sale has already gone through new and proposed.
Can a sale jump straight to "won" without going through the other stages?
No, it needs to follow the stage sequence until it reaches "sent" before it can be marked as won.
What happens to the buttons after a sale is won or lost?
They disappear, since the sale is already closed and there's no further stage action to take.
Video Tutorial: Step by Step
Check out more practical tutorials on Jestor's YouTube channel.
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With Jestor, the sales pipeline follows your real process's rules, showing only the right actions at each stage.
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