How to customize a Pipeline's Stages

 There is an In-App Tour available for this article titled "How to add a Stage to a Pipeline"


Each Pipeline defines a set of Stages in linear progression. For example, a Sales Pipeline may flow from the Lead Stage > Demo Product Stage > Negotiate Deal Stage > Closed Won Stage. However, there’s more than one road to close a sale – the power is in your hands to customize everything in your Streak Pipelines. 

Your Pipeline's stages are the colored arrows at the top of the spreadsheet:

To add a new stage to your pipeline, click the + towards the far right-hand side of the Pipeline, then add your stage's name.

To rename a stage, hover over the stage and click the gear icon, then select Rename stage from the menu.

To adjust the stage color, hover over the stage and click the gear icon, then select the desired color from the menu.

To reorder your stages, simply click and drag the stage in the colored bar.

To delete a stage, hover over the stage and click the gear icon, then select Delete stage from the menu.

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