Pipeline Settings

On Pipeline Settings you manage the stages of your sales opportunities: add, rename, delete and reorder them by dragging, give them colours, and mark the Default, Won and Lost stages. Each team has its own stages.

Open the page with the Pipeline Settings icon in the header of CRM → Opportunities, or from the Settings → Pipeline Stages card.

• Add stage – give the new stage a name and a colour.
• Rename – click the stage name.
• Order – grab the handle at the start of the row and drag the stage into place.
• Colour – click the coloured dot.
• Default – new opportunities land here when no stage is chosen.
• Won / Lost – mark closed opportunities.

Each of the three marks can sit on one stage only: marking another stage removes it from the previous one. A stage cannot be both Won and Lost. If a mark is missing, a warning appears at the top of the page.

When you delete a stage, you can choose which stage its opportunities should move to.