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Create custom stages for your project pipeline

Create custom pipeline stages to match your business processes

Written by Jana

  1. Log in to your account

  2. From the menu, choose Projects

  3. Click the gear icon labeled Stages

  4. The Pipeline Stages will then slide out from the right side of your screen

  5. Create as many custom stages as you need for your sales cycle by clicking the gray New Stage button

  6. Type in your new stage name

  7. Click the yellow checkmark to save

  8. Rearrange the new stage as needed by clicking the 3-line icon and dragging it

  9. Progress is auto-saved, either click outside the box or the black X at the top right

  10. You can now move projects to the new stage

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