How to add more stages to my pipeline
Adding stages to the sales pipeline in Zoho CRM requires editing the 'Stage' picklist field values within the Deals module. The process involves navigating module settings, adding values, assigning probabilities, and reordering them. It takes around 20 minutes. In Teeo, you describe the stages and they're added 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 Zoho CRM: step by step
Requirements
- ·Only users with the Administrator profile can edit Stage picklist values in Zoho CRM.
- ·When adding a new stage, assign a realistic probability percentage so sales forecasts remain accurate.
Access Zoho CRM settings
Click the gear icon (Setup) in the top-right corner of Zoho CRM to open the administration panel.
Navigate to Modules and Fields
In the left sidebar of Setup, find the 'Customization' section and click 'Modules and Fields'. This opens the list of all available modules in your CRM.
Select the Deals module
Find 'Deals' in the module list and click on it to open the field editor for the Deals module.
Locate the Stage field
In the Deals module field editor, find the field called 'Stage'. It's a Picklist field (dropdown). Hover over it and click the edit icon (pencil) that appears.
Open the picklist value editor
The Stage field editor will open. Click 'Edit Properties' or directly on the picklist values area to see all existing stage values.
Add the new stages
Click '+ Add Option' or '+ Add Value'. Type 'Negotiation' and confirm. Repeat the process to add 'Contract Signing'. Each new stage will appear at the bottom of the value list.
Assign the close probability to each stage
For each new stage, enter the close probability percentage in the 'Probability (%)' field. For example: Negotiation = 70%, Contract Signing = 90%. This directly affects sales forecasts.
Reorder the stages and save changes
Drag the new stages to the correct position in the pipeline using the drag handle (three lines icon). Once in the desired order, click 'Save' to apply the changes. The new stages will now be available in the Deals pipeline.
Frequently asked questions
Can I have different pipelines with different stages in Zoho CRM?
Zoho CRM does not natively support multiple pipelines like HubSpot across all plans. All Deals share the same Stage field. To simulate multiple pipelines, you can create a custom 'Pipeline Type' field and filter the kanban view by that field. Multiple pipelines as a native feature are available in Zoho CRM Plus or Enterprise.
What happens to existing deals in a stage if I rename that stage?
If you edit the name of a Stage picklist value in Zoho CRM, existing deals that were in that stage will automatically update to the new name. You won't lose any records.
Can I add a custom color to each pipeline stage in Zoho CRM?
Yes. When editing Stage picklist values, Zoho CRM allows you to assign a color to each stage. These colors are reflected in the kanban view of the Deals module, making it easy to visually identify each pipeline stage at a glance.