{"id":796,"date":"2026-10-24T11:52:40","date_gmt":"2026-10-24T16:52:40","guid":{"rendered":"https:\/\/archietechnology.com\/ayuda\/guia\/crear-y-personalizar-tus-embudos-y-etapas\/"},"modified":"2026-10-24T11:52:40","modified_gmt":"2026-10-24T16:52:40","slug":"crear-y-personalizar-tus-embudos-y-etapas","status":"publish","type":"ayuda","link":"https:\/\/archietechnology.com\/en\/ayuda\/guia\/crear-y-personalizar-tus-embudos-y-etapas\/","title":{"rendered":"Create and customize your pipelines and stages"},"content":{"rendered":"<p><!-- Archie Talk \u00b7 Embudos y seguimiento \u00b7 Estado: borrador (pasos sin verificar en pantalla) --><\/p>\n<h2>What you'll achieve<\/h2>\n<p>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.<\/p>\n<h2>Before you start<\/h2>\n<ul>\n<li>Only administrators see the three-dot menu <strong>Pipeline options<\/strong>\u00a0and can configure pipelines.<\/li>\n<li>Every pipeline always keeps <strong>Won<\/strong>\u00a0y <strong>Lost<\/strong>\u00a0at the end.<\/li>\n<li>You can have up to 20 open stages per pipeline.<\/li>\n<\/ul>\n<h2>Steps<\/h2>\n<ol>\n<li>In <strong>Sales CRM &gt; Pipelines<\/strong>, click the three-dot button (<strong>Pipeline options<\/strong>), at the top right.<\/li>\n<li>For a new pipeline choose <strong>New pipeline<\/strong>. To change the one you're viewing, choose <strong>Configure pipeline<\/strong>. A panel opens with that same title.<\/li>\n<li>In the field <strong>Title<\/strong>\u00a0type the pipeline name (for example &#8220;B2B Sales&#8221;).<\/li>\n<li>Scroll down to <strong>Stage names<\/strong>. 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.<\/li>\n<li>Click <strong>Add stage<\/strong>\u00a0to create a <strong>Custom stage<\/strong>. Its name is required. It's added before Won and Lost.<\/li>\n<li>In the list of open stages, use <strong>Move up<\/strong>\u00a0y <strong>Move down<\/strong>\u00a0to reorder them, and <strong>Remove stage<\/strong>\u00a0to delete one.<\/li>\n<li>In <strong>Probability per stage (%)<\/strong>\u00a0type a number from 0 to 100 for each open stage. It's used in the <strong>Closing forecast<\/strong>\u00a0in the Sales view.<\/li>\n<li>If you want the CRM to move opportunities based on the conversation status, use the selectors <strong>Conversation open<\/strong>, <strong>Conversation resolved<\/strong>, <strong>Conversation pending<\/strong>\u00a0y <strong>Conversation snoozed<\/strong>\u00a0to choose the target stage, or leave <strong>Don't move<\/strong>. It only affects open opportunities linked to a conversation.<\/li>\n<li>Click <strong>Save<\/strong>. To discard, click <strong>Cancel<\/strong>.<\/li>\n<li>Use the pipeline selector at the top to switch between pipelines.<\/li>\n<\/ol>\n<p><span class=\"ay-captura\">Screenshot: Configure pipeline panel with the Title field and the Stage names section<\/span><\/p>\n<p><span class=\"ay-captura\">Screenshot: stage list with the Move up, Move down and Remove stage buttons<\/span><\/p>\n<h2>Expected result<\/h2>\n<p>The board, filters, forms and list show the names and order you set. The new pipeline appears in the selector.<\/p>\n<h2>Common issues<\/h2>\n<details>\n<summary>It won't let me remove a stage.<\/summary>\n<p>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.<\/p>\n<\/details>\n<details>\n<summary>The Remove stage button is disabled.<\/summary>\n<p>A pipeline needs to keep a minimum number of stages.<\/p>\n<\/details>\n<details>\n<summary>The Add stage button is disabled.<\/summary>\n<p>You've reached the maximum number of stages.<\/p>\n<\/details>\n<details>\n<summary>Message &#8220;Couldn't save. Check the names&#8230;&#8221;.<\/summary>\n<p>Check that custom stages have names and that no values are out of range.<\/p>\n<\/details>\n<details>\n<summary>Conversation rules can't send to Lost.<\/summary>\n<p>Lost requires a reason, so it's recorded by hand.<\/p>\n<\/details>\n<h2>When to contact support<\/h2>\n<p>Send us your company name, your administrator user, the pipeline name, the exact message and a screenshot of the settings panel.<\/p>","protected":false},"excerpt":{"rendered":"<p>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.<\/p>","protected":false},"featured_media":0,"menu_order":14,"template":"","meta":{"ay_popular":0,"footnotes":""},"ayuda_seccion":[28,39],"class_list":["post-796","ayuda","type-ayuda","status-publish","hentry","ayuda_seccion-archie-talk","ayuda_seccion-talk-embudos"],"_links":{"self":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/796","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda"}],"about":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/types\/ayuda"}],"version-history":[{"count":0,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/796\/revisions"}],"wp:attachment":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/media?parent=796"}],"wp:term":[{"taxonomy":"ayuda_seccion","embeddable":true,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda_seccion?post=796"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}