Set up your pipelines and stages

Every business starts with one pipeline, called Sales: New lead, Contacted, Appointment booked, Quote sent and Negotiating. Rename them to match how you really work.

Change your stages

1. Open Pipelines. You can also get there from the pipeline switcher on the board, with Manage pipelines.
2. Open the pipeline.
3. Rename a stage by typing over it. Use the arrows to reorder.
4. Set each stage's Chance of closing. The forecast uses it.
5. Add a stage with Add stage, or remove one with the bin button.

Add another pipeline

Useful when you have different kinds of work, such as one-off repairs and yearly contracts.

1. On Pipelines, choose Add pipeline.
2. Give it a name. It starts with three stages you can change.

The pipeline at the top of the list opens first. Use the arrows to change the order.