How to add more stages to my pipeline
Adding new stages to a pipeline in Copper CRM is done from the account settings. The process requires admin permissions and takes around 10 minutes. You can name the stages, assign a win probability, and reorder them by dragging. In Teeo, you just specify the stages you want to add in one message.
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 Copper: step by step
Requirements
- ·Only account administrators can add, edit, or delete stages from a pipeline in Copper.
- ·Each stage can have a win probability that is used in sales forecast reports.
- ·Changes to stages affect all users working with that pipeline. Communicate the changes to the team before saving.
Log in to Copper as an administrator
Go to app.copper.com and sign in with your Google Workspace account. You must have admin permissions to access pipeline settings.
Open account settings
Click the gear icon (⚙) in the bottom-left or top-right corner of the screen to access Settings.
Navigate to the Pipelines section
Inside Settings, find and click 'Pipelines' in the sidebar. You will see a list of all pipelines configured in your account.
Select the pipeline you want to edit
Click the name of the main sales pipeline where you want to add the new stages. The edit view will open showing all current stages.
Click 'Add Stage'
In the pipeline edit view, click the '+ Add Stage' button that appears at the bottom of the stages list. A new blank row will appear to configure the stage.
Name the new stage and assign a probability
Type the stage name (e.g., 'Negotiation') in the text field. In the Win Probability field, enter the estimated close percentage for that stage (e.g., 60%). Repeat the step to add 'Contract Signing' with its corresponding probability.
Reorder stages by dragging them
Use the drag handle (⠿) to the left of each stage to reorganize them in the correct sales process order. Place 'Negotiation' before 'Contract Signing'.
Save your changes
Click the 'Save' or 'Save Changes' button to save the pipeline configuration. The new stages will be immediately available to all users in the selected pipeline.
Frequently asked questions
Who can add stages to a pipeline in Copper CRM?
Only users with admin permissions can add, edit, or delete stages from a pipeline in Copper. Standard users do not have access to the Settings > Pipelines section. If you don't see the option, contact your account administrator.
How many stages can a Copper pipeline have?
Copper does not publish an official limit on stages per pipeline, but the general recommendation is to keep between 5 and 9 stages to avoid operational complexity. You can create as many stages as you need and reorder them at any time from Settings > Pipelines.
What is the win probability on Copper pipeline stages?
Win probability is the estimated close percentage you assign to each pipeline stage. Copper uses this value to calculate the sales forecast in reports. For example, a 'Negotiation' stage might have 60% and 'Contract Signing' 90%. It is configurable per stage and does not operationally affect the pipeline.