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How to Create a New Deal Stage in Your Pipeline | LeadLoft

All collectionsPipeline & SegmentsHow to Create a New Deal Stage in Your Pipeline

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

Navigate to Settings > Pipeline & Segments
Scroll to the bottom
Click "+ Add new Stage"

See button here:

How to Edit Existing Deal Stages

Navigate to Settings > Pipeline & Segments
Scroll to the bottom
Click the "Pen Icon" next a Deal Stage

Edit Icon:

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