Set up pipelines and stages
Create pipelines and the stages deals move through.
Updated 23 September 2026
Go to Settings → Pipelines. Click Add a pipeline, rename it by clicking its name, and use Make default, Duplicate or Delete. Deleting a pipeline asks you to move its deals first.
For each stage, set a label, a type (Open, Won or Lost) and a probability from 0 to 100%. Drag stages to reorder them, and add one with New stage label.
Access. Managing pipelines needs the Manage pipelines permission. Ask an admin if you don’t see the tab.
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