How to add more stages to my pipeline
Adding stages to the sales pipeline in Salesforce requires administrator access to navigate to Setup, edit the Stage field values on the Opportunity object, and configure properties like type and probability. The process takes about 30 minutes. In Teeo, you tell the assistant which stages to add and that's it.
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 Salesforce: step by step
Requirements
- ·Requires System Administrator profile or a custom profile with 'Modify All Data' permission. Standard users cannot modify Stage field values.
- ·Changes to Stage field values affect all Opportunity records in the organization globally. For team-specific pipelines, use Sales Processes under Setup > Sales > Sales Processes.
- ·When adding a new stage, you must define the type (Open, Closed Won, or Closed Lost) and the closing probability percentage. These values affect sales reports and forecasts.
Access Setup
Click the gear icon (⚙) in the upper right corner of Salesforce and select 'Setup'. You need to have the System Administrator profile to continue.
Go to Object Manager
In the Setup top navigation bar, click the 'Object Manager' tab. You will see a list of all standard and custom objects in your organization.
Select the Opportunity object
In the Object Manager list, find and click 'Opportunity'. You can use the search field at the top to locate it quickly.
Go to Fields & Relationships
In the left sidebar menu of the Opportunity object page, click 'Fields & Relationships'. The list of all the object's fields will be displayed.
Locate the Stage field
In the fields list, find the field called 'Stage'. Click on the field name to open its configuration page. It is a Picklist type field.
Edit the Picklist values
On the Stage field page, scroll down to the 'Values' section and click the 'New' button to add a new value to the picklist. A creation form will open.
Enter the new stage name
In the 'Stage Name' field, type the name of the new stage (for example: 'Negotiation'). This name will appear in the Stage dropdown on all Opportunity records.
Configure the Type and Probability
Select the stage type: 'Open' (for in-progress stages), 'Closed Won' (for won deals), or 'Closed Lost' (for lost deals). Enter the closing probability percentage (e.g., 70 for Negotiation). These values impact sales forecasts.
Save and repeat for each stage
Click 'Save' to save the new stage. Repeat steps 6 through 8 for each additional stage you need to add (for example: 'Contract Signing').
Adjust the Picklist values order
Back in the 'Values' section of the Stage field, click 'Reorder' to drag and reorganize the stages in the correct order for your sales process. Click 'Save' to confirm the new order.
Frequently asked questions
Do you need to be an administrator to add stages to the pipeline in Salesforce?
Yes. To add or modify pipeline stages in Salesforce, you need the System Administrator profile or a custom profile with 'Modify All Data' permission. Users with standard profiles (Sales Rep, Service Agent) do not have access to this configuration.
How many steps does it take to add stages to the pipeline in Salesforce?
There are 10 steps: access Setup, go to Object Manager, select Opportunity, open Fields & Relationships, locate the Stage field, edit picklist values, enter the stage name, configure type and probability, save, and finally reorder the values. It takes approximately 30 minutes.
What is the fastest way to add stages to a sales pipeline?
With Teeo, you write the names of the stages you want to add to the assistant and they are available in the pipeline immediately, without needing administrator permissions or navigating through configuration menus.