Lead/contact pipeline stages

Customize contact or lead stages so lists, boards, smart queues, and reports match your process.

6 min readUpdated July 2026

Open pipeline stages

  • Open Settings, then Pipeline
  • Real estate workspaces use Contact stages
  • Other industries use Lead stages
Video walkthrough placeholder showing pipeline stage settings, add stage, reorder stage, closed state, and save confirmation.
Video: Edit contact or lead stages
Video walkthrough placeholder showing pipeline stage settings, add stage, reorder stage, closed state, and save confirmation.
Pipeline settings tab with contact or lead stages, drag handles, add stage button, closed state toggle, and save button.
Pipeline settings tab with contact or lead stages, drag handles, add stage button, closed state toggle, and save button.

Stage design

  • Use stages for process state, not every detail
  • Keep names short enough for table and board views
  • Put closed or lost states at the end
  • Review reports before deleting or renaming production stages

Common issues

  • Stage missing on a record — check industry and role permissions
  • Board order looks wrong — reorder stages in Settings
  • Reporting changed — stage rename may affect saved filters

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