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Sales & CRM

Customizing your pipeline stages

Rename, reorder, and set win probabilities for each stage of your pipeline.

3 min read Updated September 2026

Your pipeline should match how your team actually sells. You can shape each stage to fit your process.

Steps

  1. 1Open Sales → Pipelines and choose a pipeline.
  2. 2Select Edit stages.
  3. 3Rename, reorder, add, or remove stages.
  4. 4Set a win probability for each stage to improve forecasting.
  5. 5Select Save.
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