> 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="/files/0l7CMqv0TdsgUDfMDGtu" alt=""><figcaption></figcaption></figure>

Click on **+ New Record** Button

<figure><img src="/files/ICzjyIb79zaZPbcJubGt" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/2NAtCT83Xo5gJS9Heaeg" alt=""><figcaption></figcaption></figure>

Newly created stage added on top

<figure><img src="/files/Or8os45Lr6Rrypiag8XW" 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="/files/a1PbWIBosv5q5ohP0osZ" alt=""><figcaption></figcaption></figure>

Make the necessary changes and click **Save**

<figure><img src="/files/wPS4n6Enu0xCf6deoPTR" 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="/files/0kTrZ1w99seKyrew2SUA" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/P1qCWuyO4niAeQFOcGsG" 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="/files/sU5ffkwq7LDZx5MwPTGY" alt=""><figcaption></figcaption></figure>

You can see all details of **stage**

<figure><img src="/files/0i8DDi5BBbXshGJGzc8n" alt=""><figcaption></figcaption></figure>

Last updated 15 December 2025
