Step 1: Click "Settings" in the menu bar. You will be redirected to the Settings page.
Step 2: Scroll down to the "Deals & Sales Pipeline Settings" section and click "Deals Pipeline".
Step 3: You are now on the Deal Pipeline Settings page. Here, you can add stages to structure your pipeline, making it easier to organize, track, and optimize your leads and clientele.
Step 4: To add a stage, type in the stage name in the provided field and click the checkmark next to it to confirm.
Step 5: Arrange the stages in the order that best fits your workflow and sales process for a streamlined pipeline.
Step 6: Once you've added and arranged all desired stages, click "Save and Update" to finalize your pipeline setup.