Build stages around decisions
Open Settings → Pipelines and use stages that match decisions your team can verify: new, contacted, qualified, booked, won, or lost. Keep the board short enough to scan.
Change a live pipeline safely
Before renaming, reordering, or removing a stage, check current cards and lifecycle automations that reference it. Decide where existing records should go and update dependent rules together.
After saving, open Pipeline and inspect several known contacts. Confirm the first-stage intake, human-required work, appointments, and terminal outcomes still land where the team expects. If a stage cannot be removed, move or resolve its active records first.