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Adding a New Stage to a Pipeline (Card View)

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Bytimothy A
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Overview: 
To add a new stage in Card View, click to create a stage and set its name and settings. This organizes your workflow and helps track progress efficiently.

Follow these steps to add a new stage to a pipeline:

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 2: You will be taken to the Pipelines section.

Step 2: You will be navigated to the Pipelines.
Step 3: Scroll to a pipeline and click to open.

Step 3: Scroll and select a pipeline, then click on it to open.
Step 4: You will be taken to the selected Pipeline Stage. In Card View, there are two ways to add a new stage. 
Step 4: You will be taken to the selected Pipeline Stage. In Card View, there are two ways to add a new stage.
Step 5: The first method is clicking the plus icon next to the filter button.

Step 5: The first method is by clicking the plus sign icon next to the filter button above.
Step 6:A pop-up window will appear, where you can add another stage or create a new pipeline.
Step 6: A pop-up window will appear, where you can add another stage or create a new pipeline.
Step 7: The second method is clicking the pipeline’s three-dot menu.

Step 7: The next method is by clicking the pipeline’s three-dot menu.
Step 8: Once the window opens, click Add to Pipeline in the sidebar menu.

Step 8: Once the window opens, you can click on the Add to Pipeline sidebar menu.
Step 9: Click on Add Another Stage to proceed.
Step 9: Click on Add Another Stage to proceed.
Step 10: A pop-up window will appear where you can name your new stage and choose a color. Click Create Stage to add it.
Step 10: A pop-up window will appear, allowing you to name your new stage and choose a color for it. Once everything is set, click Create Stage to add your new stage.

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