Managing stages
Set up the stages companies move through.
Go to Settings > Stages to see your stages, whether each is a special stage, its status and who created it.
- Select Add Stages.
- Enter the stage name and choose whether it's a special stage.
- Save.
Special stages mark an outcome rather than a step, such as onboarding won or onboarding churned.
Tip
Stages appear as columns on the Stages board in Companies, in the order they're listed here.
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