How to add more stages to my pipeline
In Monday CRM, the sales pipeline is managed through the Status column (Stages). To add new stages, you must edit the labels of that column directly on the board. The process requires navigating to the column settings, adding the new labels, and assigning colors. In Teeo, you indicate the stages you want to add and they're configured 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 Monday CRM: step by step
Requirements
- ·In Monday CRM, pipeline stages are the labels of the Status column. Each board has its own independent Status column.
- ·You can assign a different color to each stage for visual identification in the Kanban view.
- ·Changes to Status labels affect all existing items that use that label.
Log in to Monday CRM
Go to monday.com and log in. Navigate to the sales board where your pipeline is configured.
Locate the Stages or Status column
In your CRM board, find the column called 'Stage', 'Status', or similar. This column contains the current stages of your pipeline represented as colored labels.
Open the Status column settings
Click on the Status column header to select it. Then click the settings icon (gear) or right-click the header and select 'Edit labels'.
View existing labels
A panel will open with all the current labels in the column (pipeline stages). You'll see labels with their assigned colors. Review the current stages before adding new ones.
Add the first new stage
Click the '+ Add label' button or click the empty field at the end of the labels list. Type the name of the new stage, for example 'Negotiation'. Press Enter to confirm.
Assign a color to the new stage
Click the color circle next to the new label to choose a representative color. Select a color that visually differentiates from existing stages.
Add the second new stage
Repeat the process: click '+ Add label', type 'Contract Signing', press Enter, and assign a distinctive color.
Save changes and verify
Click 'Apply' or 'Save' to confirm the changes. Return to your board and verify that the new stages appear available in the Status column when clicking any item.
Frequently asked questions
How are stages added to the pipeline in Monday CRM?
In Monday CRM, pipeline stages are the labels of the Status column in your board. To add stages, click on the Status column header, select 'Edit labels', add the new labels with their names and colors, and save the changes. The process takes 10 to 15 minutes.
Are pipeline stages shared between boards in Monday CRM?
No. In Monday CRM, each board has its own Status column with independent labels. If you have multiple sales boards (for example, one per region or product), you will need to edit the Status column in each board separately.
What is the fastest way to add stages to a sales pipeline?
The fastest way is with Teeo CRM. You tell the assistant: 'Add the stages Negotiation and Contract Signing to my main sales pipeline' and they are added in the correct order in under 1 minute, without searching through configuration menus.