Creating a new stage in ClearCRM allows users to customize the pipeline to fit their specific processes.
How to Add a New Stage
Open the New Stage Form
In the Stages Pipeline Dashboard, click Add New Stage.
A pop-up window will appear.
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.
Save the Stage
Click Save to add the stage to the pipeline.
With customized stages, users can create structured workflows to track progress effectively.