Pipeline stages represent the steps in your sales process — e.g., "New Lead → Contacted → Demo Scheduled → Proposal Sent → Won".
Navigate to Settings → Pipeline.
Click + Add Stage, give it a name and a color.
Optionally assign a probability (0–100%) to help forecast your revenue.
Drag and drop stages to change their order. The leftmost stage is where new leads land by default.
Go to Pipeline view and drag deal cards between stages, or use the dropdown inside a deal.
Use Automations → When deal moves to stage → Send email to automatically follow up when a deal advances.
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