How to Add a New Stage Name to Your Pipeline

Learn how to customize your pipeline by adding new stage names in Evolve CRM, tailoring it to fit your business workflows and processes.

1. Visit the 'Opportunities' to begin.

1 To kick off, click on the element.

2. Now, choose the 'Pipelines' option.

2 Click on "Pipelines".

3. Proceed by editing with the pencil icon.

3 Click on the element.

4. Then, initiate adding a new stage.

4 After, click on "Add stage".

5. Enter your desired stage name here.

5 Afterwards, click on the element.

6. Finalize by clicking 'Save'.

6 Click on "Cancel".

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