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Manage opportunities

How to edit, reorder or delete pipeline stages

In Opportunities › Pipelines, open the pipeline's three-dot menu and choose Edit. There you can rename stages, reorder them with the arrows, add or delete stages and set colors. When deleting a stage, you choose where its opportunities go.

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Before you start

  • You need a user with permission to edit pipelines (usually an admin).
  • Reordering pipelines in the list is admin-only and applies to all users in the account.
  • Automations that already use the pipeline keep working after you edit stages, but check any workflows that point to a stage you plan to delete.
Where to find it

Opportunities › Pipelines › ⋮ › Edit

Step by step

Open the pipeline for editing

  1. In the left menu, click Opportunities and open the Pipelines tab.
  2. On the pipeline's row, click the three-dot menu (⋮) and choose Edit.

Rename or reorder stages

  1. Click the stage name and type the new one. It can't match another stage in the same pipeline.
  2. To change the order, use the up and down arrows next to the stage.
  3. To add a stage, click Add stage and type its name.
  4. Click Save.

Delete a stage without losing opportunities

  1. Click the trash icon next to the stage.
  2. Choose the destination stage for the opportunities currently in the stage you're deleting.
  3. Confirm. All opportunities in that stage are moved automatically to the stage you chose.

Set stage colors

  1. With the pipeline open for editing, go to the stages section.
  2. Pick a color for each stage.
  3. Choose how the color is shown: Default (no color), Colored dot or Background tint.
  4. Click Save. Colors appear on the board, in the list, on cards and on the contact record, for every user who can see that pipeline.

Reorder pipelines

  1. In Opportunities › Pipelines, hover over the dotted handle on the left of the pipeline.
  2. Drag the pipeline up or down and drop it where you want.
  3. Alternatively, click ⋮, choose Move to position, enter the position number and click Apply. The order is saved automatically.

Tips

  • Before deleting a stage, filter the board to see how many opportunities are in it and pick the destination carefully.
  • Give colors a fixed meaning for the whole team, for example green for final stages and yellow for stages that need follow-up.
  • Each stage's funnel and pie chart icons control whether it appears in the dashboard charts.

Common problems

  • The Edit option doesn't appear → Your user doesn't have permission to manage pipelines. Ask your account admin.
  • I can't save the new stage name → Another stage in the same pipeline already has that name. Choose a different one.
  • I can't drag pipelines to reorder them → This is admin-only. Ask an admin to do it.
  • A workflow stopped moving opportunities → It may point to a stage you deleted. Open it in Automation › Workflows and pick the new stage.

Frequently asked questions

Do I lose opportunities if I delete a stage?

No. When deleting, you choose another stage and all opportunities move there.

Are the colors I choose only visible to me?

No. Stage colors are set on the pipeline, so everyone with access to it sees the same ones.

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