> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/sales-pipeline/stages.md).

# Stages

### **Add Stages in a Pipeline** <a href="#add-stages-in-a-pipeline" id="add-stages-in-a-pipeline"></a>

Click on pipeline name

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FebL34FdG78qCoZ9w0S31%2Fimage.png?alt=media&amp;token=b4cd0a32-1dec-4a19-bbc9-4e61e2b62db9" alt=""><figcaption></figcaption></figure>

Click on **+ New Record** Button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fo2z9fNccxtVV1EiqKqfk%2Fimage.png?alt=media&amp;token=90139e09-ef5a-4aa7-84ea-7d6b853b42f8" alt=""><figcaption></figcaption></figure>

Enter stage name, sequence and show in pipeline for (Lead or Opportunity) and click on **Save**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FHfypbuKpdEPVvO59wDbG%2Fimage.png?alt=media&amp;token=b85ccfc1-6ee4-4346-ad3f-6d3df83cbb3a" alt=""><figcaption></figcaption></figure>

Newly created stage added on top

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FbwBKTTZoAAs2Exfqh0ZX%2Fimage.avif?alt=media&amp;token=7505ed30-4f5d-4ac0-b76a-37f719b692f7" alt=""><figcaption></figcaption></figure>

### Edit Stage <a href="#edit-stage" id="edit-stage"></a>

You can choose to edit the stage that you have created.

To edit stage

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FhOqPRf6YTI3RmO2TGLVm%252F4.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=c2526369\&sv=2) for the record which you would like to edit and click the **Edit** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fe4vH0vGuuxFKjEmlQD6X%2Fimage.webp?alt=media&amp;token=11c3bdd7-9c5a-4def-868e-b413b656a6f2" alt=""><figcaption></figcaption></figure>

Make the necessary changes and click **Save**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FWHhVRFUV0a5I8qDhhLf2%2Fimage.png?alt=media&amp;token=ceb012e9-1744-4781-b183-96a7f72ea0f8" alt=""><figcaption></figcaption></figure>

### Delete Stage <a href="#delete-stage" id="delete-stage"></a>

Stage once added can be deleted if no longer necessary

To delete stage

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252F5fjtlAP3Sc2MWc7vREIg%252F7.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=f2ff25c5\&sv=2) for the record which you would like to delete and click the **Delete** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FnE1EeB1NBGR0LHFBLPYv%2Fimage.avif?alt=media&amp;token=c23ce549-fa34-4e5c-bcbb-ee232f9e800b" alt=""><figcaption></figcaption></figure>

Give your confirmation in the pop up and the record will be deleted

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FMA8bY5TA8OlZ3nlmrQM8%2Fimage.avif?alt=media&amp;token=4cded9a7-44ff-4ce3-9222-3296c57e62c3" alt=""><figcaption></figcaption></figure>

### View Stage <a href="#view-stage" id="view-stage"></a>

Stage once added can be view

To view stage

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FhTkGLl5bWZ0OEFQFN2zS%252F10.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=cc60e081\&sv=2) for the record which you would like to view and click the **view** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fp5hmVhNPfdHPgRb4MF8w%2Fimage.avif?alt=media&amp;token=7fae1cc1-87db-4797-aed3-55308e7080ab" alt=""><figcaption></figcaption></figure>

You can see all details of **stage**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FHhRWAe9swMt92Pg2si6l%2Fimage.png?alt=media&amp;token=c2f7804d-4530-470c-81fa-53859294e740" alt=""><figcaption></figcaption></figure>

Last updated 15 December 2025
