How to add more stages to my pipeline
Adding stages to the sales pipeline in Bitrix24 requires accessing CRM settings as an administrator, navigating to Deal Stages or Pipelines, and creating each stage with a name and color. In Teeo, you simply describe the stages you want to add in one message and they are ready instantly.
How to do it in Teeo
“Add the stages Negotiation and Contract Signing to my main sales pipeline”
The stages are added to the pipeline in the order and position you specified.
How to add more stages to my pipeline in Bitrix24: step by step
Requirements
- ·Only Bitrix24 administrators can create, edit, or delete pipeline stages.
- ·For multiple pipelines, stages are managed in CRM → Settings → Pipelines. The default pipeline uses CRM → Settings → Deal Stages.
- ·Stage colors can be customized to visually distinguish deal statuses on the kanban board.
Log in as administrator in Bitrix24
Go to your Bitrix24 portal and log in with an account that has CRM administrator permissions. Without these permissions you will not be able to access stage settings.
Access the CRM module
In the left-side navigation bar, click 'CRM' to open the main CRM module.
Open CRM Settings
Inside CRM, click 'Settings' in the side menu or the gear icon at the top. The CRM settings panel will open.
Navigate to Deal Stages or Pipelines
Inside Settings, find 'Deal Stages' to edit the default pipeline stages, or click 'Pipelines' if you have multiple pipelines and want to add stages to a specific one.
Select the pipeline you want to edit
If you have multiple pipelines, you will see a list. Click on the main sales pipeline you want to add new stages to. If you only have one, this step does not apply.
Click 'Add Stage' to create the first stage
In the pipeline stages panel, click the 'Add Stage' button or '+'. A form will open where you need to enter the stage name: type 'Negotiation'.
Set the color and save the first stage
Select a color for the 'Negotiation' stage to visually distinguish it on the kanban board. Click 'Save' or 'Add' to save the stage. Repeat the process and create the 'Contract Signing' stage.
Order the stages and confirm changes
Use the drag handle icon to reorder the stages to the correct position within the pipeline. Verify the final order and click 'Save' to confirm all changes.
Frequently asked questions
Where are pipeline stages configured in Bitrix24?
Pipeline stages in Bitrix24 are configured in CRM → Settings → Deal Stages for the default pipeline, or in CRM → Settings → Pipelines if you have multiple pipelines. Only administrators can make changes in this section.
Can I have multiple pipelines with different stages in Bitrix24?
Yes. In Bitrix24 you can create multiple sales pipelines, each with their own custom stages. This feature is available from the Basic plan. Each pipeline is managed separately in CRM → Settings → Pipelines.
How do I add a stage to the Bitrix24 pipeline without being an administrator?
It is not possible to add stages to the Bitrix24 pipeline without administrator permissions. If you are not an administrator, you will need to ask your account administrator to make the change. In Teeo, any user can add stages with a simple message.