Pipelines & Stages Setup
A Pipeline is a structured sales funnel that defines the journey a deal takes from initial contact to close. Each pipeline is made up of Stages — the individual steps in your process (e.g., Qualification, Proposal, Negotiation, Closed Won).
You can create multiple pipelines to match different sales processes — for example, one for Enterprise deals and another for SMB deals.
Navigating to Pipeline Settings
Click the Settings icon (gear icon) on the Opportunities page and select the Pipelines tab — or go to the Pipeline dropdown on the board and click Manage Pipelines.
The Pipelines settings page shows all your sales pipelines.
Creating a New Pipeline
Click + New Pipeline to create a new sales funnel.
Click + New Pipeline and give it a clear, descriptive name.
Click Save to create the pipeline. You can then add stages to it.
Adding Stages to a Pipeline
After creating a pipeline (or when editing an existing one), click + Add Stage to define the steps in your sales process.
Click + Add Stage to define the steps in your sales process.
For each stage, enter:
- Stage Name — A clear label (e.g., "Qualification", "Demo Scheduled", "Proposal Sent", "Negotiation", "Closed Won").
- Position — The order this stage appears in the funnel (left to right on the board).
Click Save after adding all your stages.
Reordering Stages
To change the order of stages, drag the reorder handle (grip icon) next to each stage up or down to the desired position.
Click Save to apply the new order.
Editing a Pipeline or Stage
To rename a pipeline, click the pipeline name on the Pipelines settings page and click Edit. Update the name and click Save.
To rename or update a stage, open the pipeline, click the Edit icon next to the stage name, make your changes, and click Save.
Deleting a Stage
To delete a stage, click the Delete icon next to it in the pipeline editor.
Note: Before deleting a stage, make sure there are no active deals in that stage. Any deals in a deleted stage will need to be manually moved to another stage first.
Deleting a Pipeline
To delete a pipeline, open the Pipelines settings page, click the More Options menu (three dots) next to the pipeline, and select Delete.
A confirmation prompt will appear showing how many deals are currently in the pipeline. You will be asked whether to:
- Move deals to another pipeline before deleting, or
- Delete all deals in the pipeline along with it.
Note: Deleted pipelines are moved to the Trash and can be restored within your retention period.