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Configure CRM Pipeline Stages

Open CRM → Pipeline stages to configure the active steps that your team uses before a lead is won or lost.

Build the active pipeline

Section titled “Build the active pipeline”
Add or adjust a stage
  1. Select Add stage, or choose Edit on an existing stage.
  2. Enter a short stage name that describes real team work.
  3. Choose its colour and position.
  4. Optionally choose Move leads here automatically when for a supported verified business action.
  5. Save, then use drag-and-drop or Earlier and Later to refine the order.
  6. Use Make starting when new leads should begin at another stage.

Reordering stages does not move existing leads. Changing the starting stage affects new leads only.

Understand automatic movement

Section titled “Understand automatic movement”

A configured rule can move a lead forward after a verified response, consultation, proposal or estimate action. It never moves a lead backwards. When no stage uses the matching rule, the activity is still recorded and the lead remains in its current stage.

Archive a stage safely

Section titled “Archive a stage safely”

The starting stage, a protected automatic milestone stage or the last remaining active stage cannot be archived. When an eligible stage still contains open leads, Yepsta asks you to choose another active stage and moves those leads before archiving.

Archived stages remain in history and reporting. They are not selectable for new open work.

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