---
title: "Opportunities: How to Manage Pipeline Stages"
slug: "opportunities-how-to-manage-pipeline-stages"
description: "Understand how pipeline stages work in the Opportunities app and how they help track progress, organize leads, and support your sales process from start to finish."
updated: 2025-05-06T13:00:26Z
published: 2025-05-06T13:00:26Z
canonical: "support.myclickfunnels.com/opportunities-how-to-manage-pipeline-stages"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.myclickfunnels.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Opportunities: How to Manage Pipeline Stages

Pipeline stages are the steps that opportunities move through in your sales process, like New Lead, Call Scheduled, or Joined Program. In the Opportunities app, an opportunity is any contact added to a pipeline through funnels, forms, or manually. Stages help your team know what’s been done and what comes next, so nothing gets missed. This article explains how to manage your stages and keep your pipelines working the way you need.

![Pipelines](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/nsjg_w2grqcxqcuuc9jpj4czctbngnyqfg.png)

---

## Requirements

- An active ClickFunnels account
- The [Opportunities](https://support.myclickfunnels.com/v1/docs/adding-apps-to-your-clickfunnels-workspace) app added to the workspace

---

## Accessing Pipeline Stages

1. Navigate to the **Opportunities** app from the left-side menu in your ClickFunnels Workspace.
2. Select the **Pipeline** you want to edit. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-C6HT7FE1.png)
3. Click the **three dots** icon, and click on **Edit this Pipeline.** ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/s5etrw_u0kjyc4ag4ao5udvg9xpamhv2iw.png)
4. A new tab will display information about the **pipeline, its stages, and close probability.**

---

## Managing Pipeline Stages

Each pipeline comes with default stages, but you can customize them to reflect how your team handles leads or opportunities. Editing your stages allows you to map your sales process more accurately, set expectations, and make it easier to track progress from first contact to close.

For example, you might want to rename stages to match your internal terminology, add steps for qualifying leads, or include checkpoints for proposals or follow-ups. You can also assign a close probability to each stage to estimate how likely a deal is to convert as it moves forward.

To manage your stages:

1. Select the pipeline you want to update.
2. Click the **three dots** next to the pipeline name, then choose **Edit this pipeline**.
3. In the Stages section:
  - Click **+ Add stage** to create a new one. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-H2HMK6AC.png)
  - Use the text fields to rename stages or adjust their **close probability**.
  - Drag and drop stages to change the order.
  - Click the trash icon to remove a stage.
4. Click on **Save** to update the new information.

---

## Deleting Pipeline Stages

Pipeline stages can be deleted when they’re no longer needed, but it’s important to review how they’re being used first. Deleting a stage will permanently remove it from your pipeline, and in some cases, affect linked workflows or live opportunities.

To remove a stage from your pipeline:

1. From the Opportunities board, click the **three dots** on the stage you want to delete.
2. In the edit window, click **Delete**.

Depending on how the stage is used, one of two confirmation messages will appear:

- If the stage is **not in use**, a simple warning will appear. Click **Proceed** to permanently delete the stage.
- If the stage **is in use**, a detailed prompt will display:
  - Reassign any active opportunities using the **Assign opportunities to stage** dropdown. If no stage is selected, all opportunities in the deleted stage will be lost.
  - If the stage is used in **Workflow Triggers**, it must be removed from those triggers before deletion.
  - If the stage is part of any **Workflow Steps**, those steps will become inactive after the stage is deleted.
  - After reviewing all items, click **Proceed** to confirm. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-X14NTMUU.png)