> For the complete documentation index, see [llms.txt](https://help.quickappflow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.quickappflow.com/product-guides/crm/sales-pipeline/stages.md).

# Stages

## **Add Stages in a Pipeline**

Click on pipeline name

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FKBLZMlrvjYW72bMSo66C%2F0.png?alt=media)

Click on **+ New Record** Button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FUsg2FRNnLOmrAPkvUXE8%2F1.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FSuUIUxffOcnuFVqruwov%2F2.png?alt=media)

Newly created stage added on top

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FaMn2YExZhM7rqBf9zuij%2F3.png?alt=media)

## Edit Stage

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

To edit stage

Click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FhOqPRf6YTI3RmO2TGLVm%2F4.png?alt=media) for the record which you would like to edit and click the **Edit** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FPP1ynJRjaVIzlmna0IZl%2F5.png?alt=media)

Make the necessary changes and click **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FosKxJvaaEsbi4Q2Y03Kr%2F6.png?alt=media)

## Delete Stage

Stage once added can be deleted if no longer necessary

To delete stage

Click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F5fjtlAP3Sc2MWc7vREIg%2F7.png?alt=media) for the record which you would like to delete and click the **Delete** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FISN0ekEfnmAQ7zWArsrw%2F8.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FHXnze63BvakFjV1spnPh%2F9.png?alt=media)

## View Stage

Stage once added can be view

To view stage

Click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FhTkGLl5bWZ0OEFQFN2zS%2F10.png?alt=media) for the record which you would like to view and click the **view** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FO9UyD60odIpUXJgiIruT%2F11.png?alt=media)

You can see all details of **stage**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FCpZGNl8qkMzElnVGfs2G%2F12.png?alt=media)