Pipeline Stages

To create stages for your pipeline, navigate to Pipeline Settings in the pipeline you wish to create stages for and click “Add Stage.”

Next, name your stage, select the stage number and select the stage color. Note, if you have 3 stages ordered 1, 2, & 3, you create a fourth stage and put the stage number as “1,” it will push the other stages further down in your pipeline.

Once you’ve input the information for stage name, stage number and stage color, determine what the stage means. A stage can mean a deal is Open, Closed – Won or Closed – Lost. You can also leave this blank.

Next, hit save and your new Pipeline Stage will appear in the Pipeline Stages table.

To delete a pipeline stage, simply click “Delete” and hit “confirm.” Similarly, to change a pipeline stage, hit “Edit.”