Every business has different needs.

You can customize your Sales Pipeline & add multiple stages according to your needs. 

Note - Only Admins have the permission to customize Sales Pipeline.

Let's start 

1. Go to Admin Settings


2. Click on Sales Pipeline under CRM Process Customization


3. Click on the pencil icon to edit your sales pipeline



4. If you want to add, click on Add Stage. You can also reorder the stages if you wish to

5. Type your stage name & click on save

Each contact can be at a different stage in the pipeline.
You can use these Sales Stages inside your contact list.


You can select an appropriate sales stage from the drop-down for each contact.


You can also use the “Advanced Search” feature on contacts to filter by sales pipeline.

That's about it ;)

Other related articles that might help :
Customizing Your Hiring Pipeline
Submit Candidates To Contacts
Contact Stage (Sales Pipeline)

Still need help?

Use the chat icon on your right to message us and one of our product specialist will help you.

Did this answer your question?