How to add more stages to my pipeline
Adding stages to a pipeline in Pipedrive requires navigating to company settings, finding the correct pipeline, and editing its stages one by one. The process is straightforward but involves several navigation clicks. It's available on all plans. In Teeo, you describe the stages in a message and they are added 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 Pipedrive: step by step
Requirements
- ·Pipeline editing is available on all Pipedrive plans.
- ·Only account administrators can modify pipeline settings.
- ·Stage changes apply immediately to all deals in the pipeline.
Log in to Pipedrive as an administrator
Go to app.pipedrive.com with an account that has administrator permissions. Only admins can modify pipeline settings.
Go to Company settings
Click your avatar or username in the bottom-left corner and select 'Company settings'. You can also access it from the gear icon.
Navigate to the Pipelines section
In the settings sidebar, find and click 'Pipelines'. You will see the list of all pipelines configured in your account.
Select the pipeline you want to edit
Click the name of the pipeline to which you want to add stages. The edit view will open showing all current stages of the pipeline.
Click 'Add stage' to add the first stage
Click the '+ Add stage' button that appears at the end of the existing stages list. A text field will appear where you must type the name of the new stage, for example 'Negotiation'.
Set the close probability for the new stage
To the right of the stage name, enter the close probability percentage you estimate for this stage. For example, for 'Negotiation' you might assign 70% and for 'Contract Signing' 90%.
Repeat for each additional stage and save changes
Repeat steps 5 and 6 for each stage you need to add. Once all stages are defined, click the 'Save' button to save the changes. The new stages will appear immediately in the pipeline.
Frequently asked questions
Where do you add stages to a pipeline in Pipedrive?
Pipeline stages are managed in Company settings > Pipelines. From there you can select any pipeline and use the '+ Add stage' button to add new stages, define their name, and assign a close probability. This option is available on all Pipedrive plans.
Can I reorder the stages in my Pipedrive pipeline?
Yes. In the pipeline edit view (Settings > Pipelines > [select pipeline]), you can drag and drop stages to change their order. Existing deals in each stage stay in their corresponding stage even if the position changes.
How many stages can a pipeline have in Pipedrive?
Pipedrive does not set a fixed limit on stages per pipeline. In practice, the most effective pipelines have between 5 and 8 stages to maintain clarity in the sales process. You can add as many stages as your sales process requires.