Pipeline stages represent phases in your business development lifecycle, such as Identification, Qualification, Capture, Proposal, and Award.
Prerequisite
You must have Admin permissions to add, edit, or delete pipeline stages.
Add a Stage
Step 1: Open Your Pipeline
Click Pipelines in the left navigation menu and open the pipeline where you want to add a stage.
Step 2: Click Add Stage
On the far right side of the pipeline view, click + Add Stage.
Step 3: Name the Stage
Enter a name for the new stage and click Add Stage.
The new stage will immediately appear in your pipeline.
Reorder Stages
You can reorder stages to match your business development workflow.
Click and hold the drag handle icon next to the stage name, then drag the stage left or right to reposition it.
Edit a Stage
Step 1: Open the Edit Stage Window
Click directly on the stage name.
This will open the Edit Stage window.
Step 2: Update Stage Settings
In the Edit Stage window, you can:
Update Stage Name: Change the name of the stage.
Manage Card Fields: Card Fields control what information appears on each opportunity card in that stage.
Examples include:
Company Value
RFP Release Date
Capture Manager
These fields appear directly on opportunity cards.
Manage Column Fields: Column Fields determine what values are summarized at the top of the stage column.
Show Recent Notes (Optional): Enable this option to display recent opportunity notes on cards.
Click Save Changes when finished.
Delete a Stage
To delete a stage:
Click the stage name
Click Delete Stage
Confirm the deletion
Deleted stages cannot be recovered.
Summary
Pipeline stages allow you to:
Organize opportunities by phase
Customize what information appears on opportunity cards
Align your pipeline with your capture and proposal workflow
Track pipeline progress visually