What you'll achieve
Create a new pipeline and adapt its stages to your sales process: rename them, add your own stages, reorder them, remove them and set their closing probability.
Before you start
- Only administrators see the three-dot menu Pipeline options and can configure pipelines.
- Every pipeline always keeps Won y Lost at the end.
- You can have up to 20 open stages per pipeline.
Steps
- In Sales CRM > Pipelines, click the three-dot button (Pipeline options), at the top right.
- For a new pipeline choose New pipeline. To change the one you're viewing, choose Configure pipeline. A panel opens with that same title.
- In the field Title type the pipeline name (for example “B2B Sales”).
- Scroll down to Stage names. Each stage has a field: type the name you want to see on the board. If you leave it empty, the default name is used.
- Click Add stage to create a Custom stage. Its name is required. It's added before Won and Lost.
- In the list of open stages, use Move up y Move down to reorder them, and Remove stage to delete one.
- In Probability per stage (%) type a number from 0 to 100 for each open stage. It's used in the Closing forecast in the Sales view.
- If you want the CRM to move opportunities based on the conversation status, use the selectors Conversation open, Conversation resolved, Conversation pending y Conversation snoozed to choose the target stage, or leave Don't move. It only affects open opportunities linked to a conversation.
- Click Save. To discard, click Cancel.
- Use the pipeline selector at the top to switch between pipelines.
Screenshot: Configure pipeline panel with the Title field and the Stage names section
Screenshot: stage list with the Move up, Move down and Remove stage buttons
Expected result
The board, filters, forms and list show the names and order you set. The new pipeline appears in the selector.
Common issues
It won't let me remove a stage.
You can't remove stages that have opportunities or segments associated with them. Move the opportunities to another stage or adjust the segments and try again.
The Remove stage button is disabled.
A pipeline needs to keep a minimum number of stages.
The Add stage button is disabled.
You've reached the maximum number of stages.
Message “Couldn't save. Check the names…”.
Check that custom stages have names and that no values are out of range.
Conversation rules can't send to Lost.
Lost requires a reason, so it's recorded by hand.
When to contact support
Send us your company name, your administrator user, the pipeline name, the exact message and a screenshot of the settings panel.
Spanish 
English