How to add more stages to my pipeline
Adding stages to a pipeline in Freshsales requires going to Admin Settings, navigating to CRM → Pipelines, selecting the pipeline you want to edit, and adding stages one by one with their probability percentage. The process takes around 20 minutes. In Teeo, you describe the stages to the assistant and they are ready immediately.
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 Freshsales: step by step
Requirements
- ·Only account administrators can edit pipelines in Freshsales. Users with the agent role do not have access to this configuration.
- ·When adding a stage, a close probability percentage must be assigned; this value affects revenue projections in reports.
- ·Freshsales allows reordering stages via drag and drop after creating them.
Log in as an administrator in Freshsales
Go to your Freshsales domain and log in with an account that has administrator permissions. Only admins can modify pipeline settings.
Access Admin Settings
Click your profile icon or the gear icon in the upper right corner and select 'Admin Settings' to open the configuration panel.
Navigate to the CRM section
In the left sidebar of Admin Settings, locate and click the 'CRM' section. The CRM configuration subsections will expand.
Select Pipelines
Within the CRM section, click 'Pipelines' (or 'Deal Pipelines'). You will see the list of all pipelines configured in your Freshsales account.
Select the pipeline you want to edit
Locate your main sales pipeline in the list and click its name or the edit icon (pencil) on the right to open it in edit mode.
Add the first new stage
In the pipeline edit view, click '+ Add Stage' at the end of the stages list. A text field will appear. Type the name of the first new stage: 'Negotiation'.
Assign the close probability to the Negotiation stage
In the percentage field that appears next to the stage name, enter the close probability value for 'Negotiation'. For example, 70%. This value will be used in revenue projection calculations.
Add the second new stage: Contract Signing
Click '+ Add Stage' again. Type 'Contract Signing' as the stage name and assign its corresponding close probability, for example 90%.
Save the pipeline changes
Click the 'Save' button to save the new stages. If you need to adjust the order of the stages, drag and drop each one to the desired position before saving.
Frequently asked questions
Where are pipeline stages configured in Freshsales?
Pipeline stages are configured in Admin Settings → CRM → Pipelines. From there you can select the pipeline you want to edit and add, rename, or reorder its stages. Only users with administrator role have access to this section.
Can a non-admin user add a stage to a pipeline in Freshsales?
No. In Freshsales, editing pipelines and their stages is restricted to users with administrator permissions. If you need to add a stage and you are not an admin, you will need to request the change from your account administrator.
What is the fastest way to add stages to a sales pipeline?
The fastest way is with Teeo CRM: simply describe the stages you want to add in a message, for example 'Add the stages Negotiation and Contract Signing to my main pipeline', and they are added instantly. No configuration menu navigation or special administrator permissions required.