Customizing Pipeline Stages

Use stages to show where each deal is in your process. Changes apply only to the selected pipeline.

Open Deals, choose the pipeline, then open Pipeline settings → Stages.

Default Stages

A new pipeline starts with New, Contacted, Qualified, Proposal and Negotiation. Won and Lost are deal results, rather than stage columns.

Adding a Stage

Enter the name in New status name, then click Add. The stage appears in the pipeline.

Renaming Stages

Edit the stage name in the list. The change saves when you leave the field.

Reordering Stages

Drag a stage using the handle on its left. The order saves automatically.

Stage Icons

Edit the emoji beside a stage name to make its column easier to recognise.

Deleting Stages

  1. Click the bin beside the stage.
  2. Under Move deals to, choose another stage in this pipeline.
  3. Click Move deals and delete stage.

The deals move to your chosen stage. They are not deleted. This also keeps a valid stage for deleted deals that can still be restored. You cannot remove the last stage in a pipeline.

If an automation refers to the removed stage, review that automation and choose a current stage there too.

Stage Statistics

The board shows the deal count and total value for each stage. Use the Won and Lost views to see closed results.