Managing Pipeline stages: rename, color, reorder, delete

⏳ Coming soon. This feature is arriving soon in Madyis Hub — here's how it will work. 📍 Where to find it: Pipeline & contacts → Pipeline → "Stages" button

You fully customize the Pipeline columns: change their name, their color, their order, mark a stage as final (won/lost) or delete one. This way you adapt the Pipeline to your business.

How it works

Each stage is a column. When you rename a stage, Madyis Hub automatically moves all the leads that were in it and updates the rules and Flows that pointed to it, so nothing breaks. When you delete a stage, you choose which other stage its leads are moved to (no card is lost). A "final" stage is used to mark a closed deal.

Step by step

1. Open "Pipeline & contacts → Pipeline" (admins only).
2. Click the "Stages" button at the top right.
3. To rename: edit the text of a stage in its field.
4. For the color: click one of the color dots below the name.
5. To reorder: use the up/down arrows to the left of each stage.
6. To mark an end stage: tick "Final stage" (e.g. Won, Lost).
7. To add a stage: click "Add a stage" at the bottom.
8. To delete: click the trash icon, then choose the stage where existing leads should move.
9. Click "Save".

Good to know

• There must always be at least one stage: the last one cannot be deleted.
• Two stages cannot have the same name.
• Renaming a stage is safe: cards and automations follow the new name automatically.