How do I add, rename, hide or delete pipeline stages?

The stages of a pipeline are the options of the select field it's grouped by. You change them in Manage Options, which opens from any column of the board.

Step by step

1. On your pipeline, click ⋯ at the top of a stage column.

2. Click Manage stages. Delete stage, lower in the same menu, deletes that stage at once, without asking.

3. To add a stage, type its name under Add New Option and click Add. Click a stage's name to rename it, its color dot to change the color, and drag the handle on the left to reorder. These changes are saved as you make them.

4. Mark a stage Win or Loss, set its win probability in %, or click the eye to hide it in this pipeline only.

5. Click Done to keep the Win, Loss, probability and hidden-stage changes. Closing the dialog another way drops them.

Good to know

• You can also open Manage Options from Display: click the gear next to Group by.
• Stages belong to the field. Adding, renaming or deleting one changes every pipeline grouped by that field. Win, Loss, probability and hidden stages belong to this pipeline only.
• A hidden stage keeps its records: they stay in that stage, and come back when you click the eye again. They are left out of the totals while the stage is hidden.
• Deleting a stage doesn't move the records that were in it. Move them to another stage first.
• Win stages count in Won, Loss stages in Lost, and the others in Open, in the totals at the top of a pipeline of deals. The Daily brief uses the win probabilities of your default pipeline to weight its pipeline value.

Related

• How do I create a sales pipeline (or several)?
• How do I generate pipeline stages with AI?
• How do I add existing records to a pipeline?