Pipeline Steps represent the stages a Lead moves through during your booking process. They allow you to track where each inquiry stands, from first contact to signed client. For example, common Pipeline Steps might include:

You can structure your pipeline to match how you actually book clients.

While most Pipeline Steps are fully customizable, there are three Planpage default steps that cannot be edited or removed. These steps represent key stages in your sales process:

Automatically assigned when an inquiry first enters your CRM.

Marks a Lead as officially booked. When a Lead is moved to Won, a Project is automatically created.

Indicates that the Lead did not move forward.

These core steps ensure your pipeline remains structured and connected to the rest of your workflow, while still allowing you to customize the stages in between.

In addition to the default system steps, you can create and manage your own Pipeline Steps to reflect how you book clients. You might include stages such as:

Your pipeline should mirror your real-world booking process.

In the Sidebar, click into Settings (gear icon).

Then click Pipeline Steps under the Lead Settings section.

This page is where you can add, edit, delete, and reorder your customizable Pipeline Steps.