Can I rename and reorder my pipeline stages myself?
Find the status controls for each enquiry type.
Open Settings → Enquiries and expand the enquiry type you want to configure.
- Add Status opens Add Enquiry Status. Enter the status name, choose its colour, then select Add Status to save. The new stage appears in the selected enquiry type.
- Drag a stage using its handle to change its position. The order saves automatically; reload and reopen the type to check it. To check the matching board, open Orders → Enquiries, switch to Kanban view, and select the enquiry type. Its columns follow the saved stage order.
Adding a new status is separate from renaming an existing one. A rename workflow has not yet been verified for this guide; do not delete and recreate a stage as a substitute for renaming it.