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Add a Pipeline Stage

Create a custom pipeline stage by specifying a display label, a unique system key, and a color theme. The new stage will appear immediately as a column on the Kanban board.

Step 1 — Open the Add Stage dialog​

In the Configure Pipeline dialog, click the + Add New Stage button at the top.

Add Stage modal with two empty required text fields — Stage Label and Stage Key — and a color theme grid below showing 11 color options from Gray to Cyan, with a Preview section at the bottom

The "Add Stage" dialog opens with two required text fields, a color selector, and a preview panel.

Step 2 — Enter the Stage Label​

In the Stage Label* field, type the display name that users will see on the pipeline board and in all stage selectors (e.g., "Discovery", "Contract Review", "Proposal Sent").

Add Stage modal with the Stage Label field and Stage Key field visible, showing placeholder text e.g. Discovery in the Label field and e.g. discovery in the Key field, with helper text beneath each field

The label should be short and descriptive — it appears as the column header on the Kanban board. A helper text below the field confirms the format.

Step 3 — Enter the Stage Key​

In the Stage Key* field, type a unique identifier for this stage.

Add Stage dialog with the Stage Key field focused and helper text visible explaining that the key must use lowercase letters and hyphens only, with no special characters or spaces

The key is used internally by the system and must follow these rules:

  • Lowercase letters only — no uppercase
  • Hyphens ( - ) are allowed in place of spaces
  • No special characters or spaces
  • Must be unique across all pipeline stages

Examples of valid keys: discovery, contract-review, proposal-sent

Step 4 — Select a color theme​

Click one of the 11 color swatches in the Color Theme* section to choose a visual color for this stage column.

Add Stage modal showing the Color Theme section with 11 color swatches — Gray, Blue, Indigo, Purple, Pink, Red, Orange, Yellow, Green, Teal, Cyan — with a swatch being selected

Available colors: Gray · Blue · Indigo · Purple · Pink · Red · Orange · Yellow · Green · Teal · Cyan

Step 5 — Review the preview​

After selecting a label and color, the Preview panel at the bottom of the form updates to show how the stage card will appear on the board.

Add Stage modal with a color swatch selected and the Preview section at the bottom showing Stage Name rendered in the selected color style, giving a visual preview of how the stage will look on the pipeline board

Confirm the color and label look correct before saving. If you want a different color, click another swatch — the preview updates immediately.

Step 6 — Confirm selection and prepare to save​

Add Stage modal with the green color swatch selected (highlighted with a blue border), and the Preview panel at the bottom showing Stage Name in the selected color style

The selected swatch displays a blue border to confirm your selection. The preview at the bottom reflects the chosen color and the label you entered.

Step 7 — Save​

Click the Add Stage button to create the stage. It will appear:

  • In the Configure Pipeline list as a new numbered entry
  • As a new column on the Kanban board, positioned based on its order in the list

To discard without saving, click Cancel or the X icon in the top-right corner.

Validation​

If you click Add Stage before filling in required fields, the system highlights the empty field with a validation message.

Add Stage modal showing a browser validation tooltip saying Please fill out this field pointing at the empty Stage Label input, with the color Green already selected but the required text fields still empty

Complete the highlighted field and click Add Stage again to proceed.

note

Both the Stage Label and Stage Key are required. You cannot create a stage without both. If a key is already in use by another stage, the system will alert you to choose a different one.