Creating pipeline statuses

Here's how to create pipeline statuses to track additional stages in your process:

• Not sure what a pipeline is? Learn more here.
• Mouse over "Settings" in the navigation bar and select “Customize your CRM” in the menu.
• Please note: only admins can customize the pipeline and add statuses. If you don't see that option, you'll need to contact an admin on your account.
• Next, select the desired pipeline name. Note that it is possible to have more than one pipeline, and the pipeline name(s) you see may vary depending on your account customization.
• Under the “Statuses” section, click the button “Create a new status.”
• Enter the desired name. Tick the box "Color-code this status so it stands out in reports" and choose a color to add color-coding to the status. Select “Create status” to add the new status, and once created you can click and drag the status to reorder it.
• Repeat as needed for any additional statuses.
• Need to track additional info in your pipeline? Learn more about custom pipeline fields here.