This article covers how to add a new stage to a pipeline in Keap™. Stages represent the steps in the sales process and can be customized to match how deals move through the pipeline. For help with pipeline setup and strategy, see the Keap Academy pipeline training.

Add a Stage to a Pipeline

1. Navigate to Sales, then select Pipeline.

   

   The screenshot above shows the Keap Pipeline view in the Sales section.

2. Select Add a Stage and type the new stage name in the text field.

   

   The screenshot above shows the stage name text field after selecting Add a Stage.

3. Select Save to add the stage to the pipeline.

   

   The screenshot above shows the Save button used to confirm the new pipeline stage.

Frequently Asked Questions

What does this article cover?

This article covers how to add a new stage to a Keap pipeline. For help creating, deleting, and renaming pipelines, see how to create, delete, and rename pipelines in Keap.

Is there a limit to the number of stages a pipeline can have?

Contact Keap support or see the Keap help center for the current limit on pipeline stages.

Can a stage be renamed after it is created?

Yes. Select the stage name in the pipeline view to edit it. For more information on managing pipeline stages, see the pipeline management documentation.