Customising Pipeline Stages

Customising Pipeline Stages

You can define your business’s pipeline flow in Settings → Stages.

1. Click + Add Stage.
2. Enter a name (e.g., “Proposal Sent” or “Plan Presentation”).
3. Drag and drop to reorder the stages.
4. Click Save.

💡 Example Pipeline:

1. First Contact
2. Discovery Meeting
3. Awaiting Decision
4. Fact Finding
5. Plan Presentation
6. Follow Up