# Stages

## **Add Stages in a Pipeline**

Click on pipeline name

![](/files/iKJm8Y7fGYrU4962Hygx)

Click on **+ New Record** Button

![](/files/eBSCejvt1u9mBkBfkePE)

Enter stage name, sequence and show in pipeline for (Lead or Opportunity) and click on **Save**

![](/files/aTt5BwcnVVyTuxSRrgpd)

Newly created stage added on top

![](/files/Dkd86S32VUfD29KWUl3F)

## Edit Stage

You can choose to edit the stage that you have created.

To edit stage

Click on the Action (3 vertical dots) ![](/files/x7mlFmJz7GzTUo6TqDUb) for the record which you would like to edit and click the **Edit** button

![](/files/OwjcYbm7wl0XsSGVWtMi)

Make the necessary changes and click **Save**

![](/files/J2jxVwvJN6BgVi6N0FWu)

## Delete Stage

Stage once added can be deleted if no longer necessary

To delete stage

Click on the Action (3 vertical dots) ![](/files/T9T9JhQvfCyCJzHnlydg) for the record which you would like to delete and click the **Delete** button

![](/files/ZTuwKeEMgLFkauJfzyPR)

Give your confirmation in the pop up and the record will be deleted

![](/files/EPSbgaKL1w4cAq1GtHbg)

## View Stage

Stage once added can be view

To view stage

Click on the Action (3 vertical dots) ![](/files/Q8nrQrM9mHq2kRKGLp8V) for the record which you would like to view and click the **view** button

![](/files/CQPF1PFmrZQv3gJ6IfYw)

You can see all details of **stage**

![](/files/3mMalz2EkDF6iSxueJ8u)


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