Pipedrive lets you tweak your pipelines and stages to match how you sell, making it easier to track deals your way. A pipeline is like a roadmap of your sales process, and stages are the steps along the way. Here’s how to set them up in simple, clear steps.

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Step 1: Understand Pipelines and Stages

• A pipeline is the big picture of your sales process (e.g., “New Customer Sales” or “Upsell Deals”).
• Stages are the smaller steps inside a pipeline (e.g., “Contact Made,” “Proposal Sent,” “Deal Won”).
• You can have multiple pipelines if you handle different types of sales.

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Step 2: Go to the Pipeline Settings

1. Log in to Pipedrive.
2. Click the “Deals” tab at the top (it looks like a briefcase).
3. Look for the pipeline name at the top of the screen (it might say “Default Pipeline”).
4. Click the little arrow next to it and pick “Manage Pipelines” or “Edit Pipeline.”

Note: Only admins can change pipelines, so if you don’t see this option, ask your team’s admin for help.

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Step 3: Create a New Pipeline (Optional)

1. In the pipeline settings, click “Add Pipeline” (usually a green button).
2. Give it a name that fits your process, like “Retail Sales” or “Big Projects.”
3. Click “Save” to add it. Now you can fill it with stages.

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Step 4: Add or Edit Stages

1. Pick the pipeline you want to work on (either a new one or an existing one).
2. To add a stage:

• Click “Add Stage” or the “+” button.
• Type a name for the stage (e.g., “Follow-Up Call” or “Waiting for Approval”).

1. To change a stage:

• Click its name and type a new one.
• Drag it up or down to reorder it if needed.

1. Hit “Save” when you’re happy with the stages.

Tip: Keep stages simple and clear—think about the key steps you take to close a deal.

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Step 5: Set Stage Probabilities (Optional)

1. For each stage, you can add a “probability” (how likely a deal is to close at that point).
2. Click the percentage next to a stage (it might say “50%” or “100%”).
3. Type a number between 0% (no chance) and 100% (done deal). For example, “Lead Contacted” might be 20%, while “Contract Signed” is 90%.
4. Save your changes. This helps Pipedrive guess your total sales value.

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Step 6: Move Deals Between Pipelines or Stages

1. Go back to the “Deals” tab.
2. Find a deal and drag it to a different stage in the same pipeline (just click and pull it across).
3. To switch pipelines, click the deal, pick a new pipeline from the dropdown at the top, and choose a stage for it.

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Step 7: Delete or Hide What You Don’t Need

1. In the pipeline settings:

• To remove a stage, click the trash can icon next to it (only works if no deals are in that stage).
• To delete a whole pipeline, click “Delete” next to its name (again, only if it’s empty).

1. Save your changes when you’re done.

Note: You can’t delete the last pipeline—Pipedrive needs at least one to work!

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Extra Tips

• Start Small: If you’re new, stick to one pipeline with 4-6 stages to keep it manageable.
• Team Input: Ask your team what stages make sense for how you all work.
• Check It Out: Switch to “Pipeline View” in the Deals tab to see your stages in action—deals will line up like a flowchart.

That’s it! You’ve now customized your pipelines and stages to fit your sales style. Play around with it, tweak as you go, and watch your deals flow smoothly. Happy selling!