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Instance · Pipelines

Creating a Pipeline Stage

Last updated 2 November 2026

Building efficient workflows starts with defining clear pipeline stages. These stages serve as process milestones, providing structure to a sales cycle or project roadmap. Using these distinct phases, teams can accurately track progress, identify potential delays, and gain better visibility into the overall health of your operations.

To create a stage in a pipeline:

  1. Navigate to Pipelines from the main menu.
  2. Select Configuration.
  3. Find the pipeline to which you want to add a stage and select its Edit row action link.
  4. Navigate to the Stages tab.
  5. Select ADD STAGE.
  6. Fill out the form for adding a stage.
  7. Select SAVE STAGE. You may continue to add stages to the pipeline from here.
  8. Select SAVE.

The form field descriptions and requirements for adding a stage to a pipeline are as follows:

Input LabelTypeRequiredDescription
Stage Name Text Field Yes Name of the stage.
UUID Read-only Field N/A Displays the Universally Unique Identifier (UUID) of the stage.
Background Color Color Picker No The background color of the stage header.
Font Color Color Picker No Font color of the text on the stage header.
Empty Message Text Area No Message displayed when the stage is empty.