How Can I Add a Stage to My Pipeline?

Note: This action is only available to deal admin users or regular users with the required permission.

Adding a new stage to your pipeline in Pipedrive is a straightforward process, enabling you to customise your sales process to better fit your business needs.

Steps to Add a New Stage:

1. Access the Pipeline Editor:

   • Click the pencil icon next to your pipeline’s name or hover your cursor over a pipeline after opening the dropdown.

   

    

2. Add a New Stage:

   • Click the “+” between any two stages to add a new one in that location.

   

    

3. Customise the New Stage:

   • You’ll see a new stage in the location you chose. Here, you can edit the stage's name, set the probability, and configure rotting settings.

   

    

Tips for Customising Stages:

• Name: Choose a clear and descriptive name for the stage that reflects the step in your sales process.
• Probability: Set the likelihood of winning a deal at this stage to aid in sales forecasting.
• Rotting Settings: Define the period after which deals in this stage are considered 'rotten' if they remain inactive.

Customising your pipeline stages ensures that your sales process is well-organised and tailored to your specific workflow, enhancing your ability to manage and track deals effectively.