How to Customize Your Pipeline

How to Customize Your Pipeline

• Drag and drop columns to rearrange the order of your stages.
• Click Edit to rename a stage or change its color.

• To add a new stage, click the “+ Add Status” button — you’ll find this under the bulk options. Type the name, then click the plus (+) sign to save.

You can also edit pipeline stages directly from the People or Companies views.

Updated on: 17/10/2025