Adding a New Stage in ClearCRM

Creating a new stage in ClearCRM allows users to customize the pipeline to fit their specific processes.

How to Add a New Stage

1. Open the New Stage Form

   • In the Stages Pipeline Dashboard, click Add New Stage.

   • A pop-up window will appear.

2. Fill in the Stage Details

   • Name (Required) – Enter a name for the stage.

   • Weight – Assign a numerical value to indicate the stage’s priority or position.

   • Color – Select a color for visual differentiation.

   • Category – Choose a category from the dropdown menu.

   • Description – Provide additional details about the stage.

3. Save the Stage

   • Click Save to add the stage to the pipeline.

With customized stages, users can create structured workflows to track progress effectively.