Add a Stage to a Pipeline — Step-by-step (easy read)

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. The stage auto-saves a few seconds after you finish typing.

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, stop typing and the system saves it automatically.
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.