Pipelines and stages¶

Pipelines let different sales motions use distinct stage vocabularies while keeping opportunity work consistent.

Before changing a pipeline¶

Agree on the business meaning of every stage. Each stage should describe a state that another person can recognize from the record, not a private reminder or an ambiguous percentage.

Make a controlled change¶

1. Review the current board in Pipeline, including which opportunities occupy each stage.
2. Open Administration → Pipelines & stages.
3. Open the pipeline's actions and choose Manage stages.
4. Add or update the minimum needed configuration.
5. Return to Pipeline and verify the result with a representative opportunity and a normal sales account.

Avoid casually deleting or repurposing a stage that already contains history. If the meaning is changing, plan where existing opportunities should move and how reports will interpret the change.