Add Stages in a Pipeline

What this does

This guide explains how to add stages in a pipeline in Franmantra CRM.

Before you start

• Sign in to Franmantra with a role that has permission to use this area.
• Confirm you are working in the correct Sub-account before making changes.

Steps

Overview

Stages represent the steps inside a pipeline, such as New Lead, Contacted, or Closed. You can add more stages whenever your process needs extra steps.

A stage is one step inside a pipeline. Think of a pipeline like a race track and stages are the checkpoints (for example: New → Contacted → Demo → Won). Below are the simple steps to add new stages.

1. Get to the list of pipelines

There are two ways to open the pipelines list:

From Settings (top-right)

1. Click the settings icon at the top-right of the page.

2. The Settings page opens with many options on the left.
3. Click Pipeline from the left menu.
4. You will see a table that lists all pipelines.

From the main Navigation (hover menu)

1. Move your mouse over the Pipeline option in the main navigation.
2. A small menu appears. Choose Pipeline List (or the item that shows pipelines).

3. The page opens with tabs like Opportunity and Pipeline — click the Pipeline tab.

4. You will see the table of pipelines.

2. Open the pipeline’s edit sheet

1. In the pipeline table, find the pipeline you want to change.
2. Each row has a “…” (three dots) action icon. Click that icon.
3. From the menu that appears, click Edit.

4. A side sheet will open with the title “Edit Pipeline”.

3. Add a new stage inside the Edit Pipeline sheet

1. Inside the Edit Pipeline sheet you will see the list of existing stages.

2. Find and click the Plus (+) icon in that sheet. This opens a small input box.

3. Type the stage name (for example: Contacted).

4. After entering the stage name, click the Plus (+) icon and then click the Update button to save the new stage.

5. After it saves, the new stage will appear in the pipeline’s stage list.

Quick Example

You want to add a stage called “Follow-up” to the Sales Pipeline:

1. Go to Settings → Pipeline (or use the Navigation hover).
2. In the table, click the pipeline’s “…” → Edit.
3. In Edit Pipeline, click +, type Follow-up, click the Plus icon, then click the Update button to save.
4. Now Follow-up appears as a new stage in that pipeline.

Notes & Tips

• You can add as many stages as you need by repeating the plus (+) step.
• To change stages later, open the Edit Pipeline sheet again and update the stage names.
• Keep stage names short and clear (example: New, Contacted, Proposal, Closed) so everyone understands them quickly.

Result

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting

• If you cannot see the option, check your role permissions or ask an admin to update your access.
• If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.

Related guides

• Contacts overview
• Pipeline overview
• Workflow overview