Stages

Add Stages in a Pipeline

Click on pipeline name

Click on + New Record Button

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

Newly created stage added on top

Edit Stage

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

To edit stage

Click on the Action (3 vertical dots) for the record which you would like to edit and click the Edit button

Make the necessary changes and click Save

Delete Stage

Stage once added can be deleted if no longer necessary

To delete stage

Click on the Action (3 vertical dots) for the record which you would like to delete and click the Delete button

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

View Stage

Stage once added can be view

To view stage

Click on the Action (3 vertical dots) for the record which you would like to view and click the view button

You can see all details of stage