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Customers

Pipeline stages

Pipeline stages are the columns deals move through. Rename them to match how your team sells. Stage changes can start workflows.

In the app: Setup → Customers → Pipeline

Configure stages

  1. Open Setup → Customers → Pipeline.
  2. Add, rename, or reorder stages.
  3. Create deals on Customers → Deals using those stages.
  4. Optional: add a workflow trigger on stage change (for example send a WhatsApp template when a deal hits Qualified).