Custom Pipeline Stages
Your pipeline's columns are its stages. You manage them right on the CRM → Pipeline board — there's no separate settings screen. (Pipeline is a Business-plan feature.)
Starter stages
When your account is created, a default set of stages is seeded so the board isn't empty. Rework them to match how you actually sell.
Adding a stage
- On the Pipeline page, click Add Stage (top right)
- Type the stage name
- Click Add (or press Enter)
The new stage appears as a new column with an auto-assigned color.
Deleting a stage
Click the trash icon in a stage's header. You'll confirm, then the stage is removed. Any customers in it move to the Unassigned column — they're never deleted.
Won and Lost stages
Stages can be flagged as a won stage (shown with a trophy) or a lost stage (shown with an X). These mark the end states of your funnel so wins and losses are visually obvious on the board.
Unassigned
Customers with no stage yet — or whose stage you deleted — collect in the dashed Unassigned column. Drag them onto a stage to bring them into the funnel.
Keep it readable
A handful of clear stages beats a dozen fuzzy ones. A typical setup: New Lead → Contacted → Quoted → Won → Lost. Adjust names to your trade.
FAQ
Where do I customize stages — Settings? No. Add and delete stages directly on the Pipeline board.
Can I reorder or recolor stages? New stages get a color automatically. Manage your funnel by adding the stages you need in the order you create them.
What happens to customers when I delete a stage? They move to Unassigned. No customer data is lost.
Are there multiple pipelines? There's one pipeline board for your organization.