How do I change or create a new stage for my Fundraising pipeline?

Learn how to edit, delete, and create new stages associated with your Fundraising pipeline.

If you'd like to create a new stage, delete, or edit an existing stage in a fundraise this article will help. To start, navigate to your desired Fundraising pipeline, click the 3 dots in the top right corner, and select Manage stages as shown below:

CleanShot 2022-08-26 at 15.15.29@2x

From here, the stages will display. If you hover over a specific stage, you'll see icons to edit, delete, or re-order the stages. To edit or delete the stage, use the icons on the right. To re-order the stage, drag & drop the stage using the icon to the left. 

Both are shown below:

CleanShot 2022-08-26 at 15.18.07@2x

To add a new stage, simply type in the name and click Add as shown below:

CleanShot 2022-08-26 at 15.19.28@2x