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Pipeline Stages

How to add, edit, and manage your Pipeline Stages

Rye Jones avatar
Written by Rye Jones
Updated over a month ago

As an Admin, you can create, edit, and delete pipeline stages.

To add a stage, click the “Add Stage” button on the right far of your pipeline.

You can drag and drop Stages to reorder them. Click and hold the menu button to the right of a Stage's name

You can edit a Stage name and the fields that render for Opportunity cards in the Stage by clicking the Stage name, and adding the specific fields to the 'Card Fields'.

In the 'Edit Stage' View, you can update the name- add card fields which display on the card, or add specific revenue numbers that are summarized at the top of the Stage in the Pipeline View.

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