How to customize pipeline stages
May 20, 2026
Pipeline stages define your sales process. Teamopipe comes with default stages, but your actual workflow is unique — customize stages to match exactly how you sell.
Add, rename, or delete stages
Settings → Pipelines → select the pipeline → Edit → add, rename, or delete stages → Save. Existing deals stay in their current stage unless you explicitly move them.
Configure field visibility per stage
You can choose which custom fields appear in each pipeline. Go to Settings → Pipelines, select the pipeline, and toggle field visibility.
Order stages to match your process
Arrange stages in the order deals actually progress through your business. You can reorder at any time without affecting existing deals.