How do I customize the sales pipeline stages?

Customizing the sales pipeline stages is a great way to tailor Base to your business. If you're already signed into Base, you can click here to customize the stages. You can also reach the customization page by following the steps below:

  1. Click on Settings. You can find the settings page by clicking on your name in the top right corner.
  2. On the left side of the screen click Deals.
  3. Click on an existing Pipeline stage to rename it, or click the plus button in the location you'd like to add a stage to create a new one

Tip - Though the last three stages can be renamed as well, they'll continue to function as Won, Unqualified, and Lost on our reports.  

 The next time you visit your Sales Pipeline, you'll see your changes displayed!


If you have more stages than your screen can display, you'll find the last few collapsed under a More Stages heading. 

How do I change the order of my sales stages?

Though it's not possible to drag and drop, your stages can be renamed fairly easy to reflect the order you'd like to achieve. 
For example, if you'd like to change the order of your stages so the stage "Schedule Meeting" is before the "Quote" stage, you can edit the names of each stage.