Pipeline: how to add a stage
Pipelines are flexible and adapt to your sales process. If you introduce a new step in your process, you can easily update your pipeline by adding a new stage at any time.
If you’re unsure how to structure your pipeline, see our pipeline design article.
How to add a stage
Go to the deals tab and open your pipeline view.
To edit the currently selected pipeline, click the pencil icon next to the pipeline selection dropdown.
If you want to edit a different pipeline, open the pipeline dropdown and click the pencil icon next to the pipeline you want to modify.
In the pipeline editor, click the “+” icon between any two existing stages. A new stage will appear in that position.
Once the stage is added, you can update its name, set the probability, and adjust rotting settings to match your sales process.
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