Lead stages and pipeline settings

Create, reorder, and maintain contact or lead stages for consistent follow-up.

6 min readUpdated July 2026

Before you begin

Admins manage pipeline stages. Stages should match how your team qualifies and follows up with contacts or leads before a deal exists.

Video walkthrough placeholder for configuring contact or lead pipeline stages in Flowforce settings.
Video: Lead stages and pipeline settings
Video walkthrough placeholder for configuring contact or lead pipeline stages in Flowforce settings.

Manage stages

  • Open Settings
  • Go to pipeline or stage settings
  • Add, rename, reorder, or archive stages
  • Define what must be true before a record moves to each stage
  • Save changes and review the board
Pipeline settings page showing contact or lead stages with add, edit, reorder, and archive controls.
Pipeline settings page showing contact or lead stages with add, edit, reorder, and archive controls.
Add stage form with stage name, order, and closed outcome settings.
Add stage form with stage name, order, and closed outcome settings.
Contacts or Leads board after stage settings have been updated.
Contacts or Leads board after stage settings have been updated.

What you should see

The stage list should match the board columns and give reps a clear rule for when to move a contact or lead forward.

Common issues

  • Stage missing from board — refresh and confirm it is active
  • Reports changed — stage edits can affect historical pipeline interpretation
  • Reps disagree on stages — add exit criteria to your team playbook

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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