How to customize pipeline stages

Stages are the columns in your pipeline, and they should match the real steps in your process. Everything below happens in one place: Settings → Pipelines, where each pipeline appears as a column listing its stages.

Add, rename, reorder or delete stages

• Add: click Add Stages at the bottom of the pipeline's column.
• Rename or recolour: click the stage name or its colour swatch. Colours carry through to your board and to the deal labels in Gmail.
• Reorder: drag the handle on the left of a stage row. Put them in the order deals actually progress — reporting reads left to right.
• Delete: use the bin icon on the stage row. Move any deals out first — deleting a stage doesn't delete its deals, but they need somewhere to live.

Existing deals stay where they are unless you move them. You can also create a whole new pipeline here with New Pipeline.

Set Win % for each stage

Next to every stage is a Win % — how likely a deal in that stage is to close. Click the number and type a new one. A typical ladder climbs as deals progress: Lead 10%, Qualified 30%, Proposal 60%, Negotiation 80%.

Every stage starts at 100%, which means weighted value equals raw value until you change it. This is the setting that makes the revenue forecast meaningful, so it's worth five minutes. An individual deal can override its stage using its own Probability to win field — see stage conversion and probability.

Note: Win % belongs to the stage, not to its position. Reordering stages carries each stage's value with it. Editing a stage's Win % immediately changes the weighted forecast for every deal sitting in it that has no override of its own.

Fields are managed elsewhere

Stages live in Settings → Pipelines, but fields live in Settings → Data fields. That's where you'll find the system fields every deal has — Deal value, Probability to win, Expected close date, Status and Lost reason — and where a custom field's Visibility column decides which pipelines show it. See showing or hiding fields in a pipeline.

If you run into issues, use the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact — we typically respond within 4 hours on business days.