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How to Add a New Stage Name to Your Pipeline in Pest AI | Pest AI

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How to Add a New Stage Name to Your Pipeline in Pest AI

Enhance your pest management workflow by learning how to add a new stage name to your pipeline in Pest AI. This article offers a detailed, step-by-step guide on creating and naming new stages, allowing you to customize your pipeline for better lead and task management. Perfect for users aiming to optimize their processes and streamline their operations in Pest AI.

1. Begin by accessing your settings.

1 Once that's done, click on the element.

2. Next, select 'Opportunities & Pipelines' to proceed.

2 Click on "Opportunities & Pipelines".

3. Again, choose 'Opportunities & Pipelines' to continue.

3 Click on "Opportunities & Pipelines".

4. Now, click on 'Pipelines' for further actions.

4 Following that, click on "Pipelines".

5. Select which pipeline you wish to edit.

5 After that, click here.

6. Then, add a new stage to your pipeline.

6 Click on "Add stage".

7. Enter the desired name for your new stage.

7 Click on the element.

8. Finally, save your changes to complete.

8 Click on "Save".

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