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How do I add new stages to the Sites Pipeline?
How do I add new stages to the Sites Pipeline?

Personalising your sites funnel

Joe Martin avatar
Written by Joe Martin
Updated over a week ago

The Sites Pipeline is designed to provide a personalised funnel of progression for sites you’re interested in. That lets you easily tell what stage opportunities are at and what you need to do next.

Whether you’re just getting started on LandInsight, or new business needs mean you want to add another stage to the Sites Pipelines, the process is very simple.

How to add a stage

  1. Go onto the Sites Pipeline itself

  2. Scroll as far to the right as you can, and you’ll see an option to add a new stage

  3. Type in the name of your stage

All done!

Want tips on getting the most from the Sites Pipeline? Check out this help centre article on how to use the Sales Pipeline.

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