How to customize pipeline stages

Stages are the columns in your pipeline. They should match the real steps in your sales or work process, not a generic CRM template you never update.

Open stage settings

Settings → Pipelines → select the pipeline → add, rename, reorder, color, or remove stages. You can also open a pipeline → three-dot menu → Configure pipeline.

Name stages clearly

Bad: Step 1, Step 2, Follow-up. Good: New lead, Discovery booked, Proposal sent, Waiting for decision, Won, Lost. If a stage name is unclear, users won't know when to move deals into it.

Colors and cleanup

Assign distinct colors to stages that require different action — Proposal should look different from Closed. Before deleting a stage, move its deals to the right replacement stage and export the pipeline as a backup.