How to Create a New Deal Stage in Your Pipeline

Learn how to edit deal stages and manage your Pipeline within LeadLoft.

How to Add New Deal Stages

  1. Navigate to Settings > Pipeline & Segments

  2. Scroll to the bottom

  3. Click "+ Add new Stage"

See button here:

How to Edit Existing Deal Stages

  1. Navigate to Settings > Pipeline & Segments

  2. Scroll to the bottom

  3. Click the "Pen Icon" next a Deal Stage

Edit Icon:

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