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Taxonomy is where admins define the labels Metal uses to classify your deals and companies — including the stages and statuses that power your pipeline. Open Settings → Taxonomy.

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Deal stages and statuses

Your firm’s own stage and status labels map to Metal’s internal values, so the pipeline reflects your process.
1

Open Taxonomy

Go to Settings → Taxonomy.
2

Add a stage or status

In the Deal Stages or Deal Statuses card, click Add Stage / Add Status. Enter the External Label your team sees and map it to a Metal Stage / Metal Status, then click Create.
3

Reorder as needed

Use Reorder to set the order they appear in your pipeline.
These labels are what you see as columns on the Active Pipeline and in deal filters.

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Other taxonomy

The same page lets you manage:
  • Deal Actions — actions that appear when a deal enters a stage.
  • Industries, Sectors, and Subsectors.
  • Tags applied to companies.
  • Company Statuses.
Taxonomy covers the labels Metal classifies data with. The deal and company field schemas themselves are managed by Metal — to request changes, use the feedback options in settings or contact support@metal.ai.