Customize leads' stages in pipeline | Voters

Customize leads' stages in pipeline

complete

Joe Petruzzi

For the Pipeline view of the inbox, be able to add and rearrange custom stages so fit my sales process
If a prospect changes stage (from meeting booked to not interested) I want to change his stage and remove the lead rom the pipeline view altogether.

Created by Zoey

May 30, 2023

Nils

marked this post as

complete

done! pipeline/CRM view is adjustable/possible to rearrange now and you can create custom statuses/columns as well

Ben Revzin

Nils: Thank you!! Do you know when this will show up in Zapier as a trigger option? I'd love to set lead status set to "custom" as my zapier trigger. Thanks!

Nils

Ben Revzin: custom statuses for zapier and webhooks should be ready as well within next 1-2 weeks!

Ben Revzin

Nils: You're awesome, high five! Wooooo!

Nils

Ben Revzin: let's goo! :D

Kevin Alsterda

Ben Revzin: came here for the same question!

Ben Revzin

Nils: Do you have a tutorial on how I can trigger a zap from a custom lable?

Nils

marked this post as

in progress

Ashao FreeSky

100%!! Especially for that exact use case Joe described. At least 4/5 people move from meeting booked to not interested but there's no stage for that (well, actually some would move to a "Later" or "Follow up" stage)

Hannah Moran-Jackson

Yes! This would be great!

Sean-Michael Smyth

Please this should already part of any pipeline process

Leon Burda

yes!!! this would be awesome especially for those who have a few stages between interested and call booked