# Customize Pipelines and Stages > Add pipelines and stages, reorder and rename them, and choose the default pipeline that new leads go into. Source: https://jobwisepro.com/help/leads/customize-pipelines-and-stages Category: Leads Updated: 2026-10-22 Pipelines hold the stages your leads move through. Each stage is a column on the [**Leads**](/go/leads) board. Manage them on [**Pipelines & Stages**](/go/settings/pipelines) in Settings. ## Create a pipeline Add a pipeline for leads that follow a different process. 1. Open **Pipelines & Stages** in Settings. 2. Select **New pipeline**. 3. Type a name in the **Pipeline name** field, up to 80 characters. 4. Select **Create pipeline**. The new tab opens with seven stages: New, Contacted, Quote Sent, Quote Approved, Won, Lost, and Abandoned. ## Add, edit, and delete stages Select the pipeline's tab first. ### Add a stage Add a stage to the open pipeline. Names must be unique within it. 1. Select **Add stage** in the **Active Stages** header. 2. Type a name in the **Stage name** field, up to 60 characters. 3. Pick a color from the swatches. 4. Choose an option under **Move leads here automatically**. The default is **Never**. 5. Select **Add stage** in the dialog. The stage appears at the bottom of **Active Stages**. ### Edit a stage Change a stage's name, color, automation, or collapsed state. 1. Select the pencil icon on the stage row. 2. Change the **Stage name**, or pick a new color. 3. Choose an option under **Move leads here automatically**. - Won, Lost, and Abandoned show no automation option. 4. Turn on **Start collapsed** to collapse the stage's column on the Leads board. 5. Select **Save changes**. ### Delete a stage Delete controls appear only with full access to settings. See [Roles and permissions](/help/team/roles-and-permissions). 1. Select the trash icon on the stage row. - A stage with no leads opens a confirmation. Select **Delete stage**. - A stage with leads opens **Move Leads Before Deleting**. **Move leads to** defaults to the first other stage; select a different one to change it. - Select **Move leads and delete**. - For stages other than Won, Lost, and Abandoned, the **Edit Stage** dialog's **Delete** button starts the same steps. The stage leaves the board. Its leads move to the stage you chose, if it had any. > **Note:** Won, Lost, and Abandoned cannot be deleted. Rename or recolor them instead. ## Reorder stages and pipelines ### Reorder stages Each move saves immediately. 1. Drag a stage by its grip icon to a new position in **Active Stages**. - On a keyboard, focus the grip icon and press the up or down arrow key. - On touch screens, select the up or down chevron icon on the stage row. ### Reorder pipelines Pipeline order also applies on the Leads board. 1. Select **Reorder** in the row below the pipeline tabs. It appears with two or more pipelines. 2. Drag a pipeline to a new position, or select its up or down chevron icon. 3. Select **Save order**. - Select **Cancel** to close without saving. ## Rename or delete a pipeline ### Rename a pipeline Rename a pipeline with the **Rename** control below its tabs. The new name also appears in the Leads board's pipeline picker. 1. Select **Rename**. 2. Change the name in the **Pipeline name** field. 3. Select **Save**. ### Delete a pipeline Delete a pipeline below its tabs. The control appears only with two or more pipelines and full access to settings. 1. Select **Delete**. 2. Select **Delete pipeline** to confirm. The pipeline's tab leaves the list. > **Note:** A pipeline that still has leads cannot be deleted. ## Choose the default pipeline New leads go into the default pipeline unless they are added to a specific pipeline or stage. 1. Select the tab of the pipeline to make default. 2. Select **Make default** in the line under the pipeline tabs. The default pipeline's tab shows a star icon when you have two or more pipelines. - **Default badge**: marks the default pipeline in the **Reorder Pipelines** dialog. - **One default**: You can have at most one default pipeline. Making another pipeline the default clears the old one. - **Opening**: This page and the Leads board open on the default pipeline. - **No default**: The first pipeline in the list opens, and new leads go into it. ## Automation options Each active stage has one automation option, chosen under **Move leads here automatically**. See [Automate Lead Stages](/help/leads/automate-lead-stages) for more. - **Never**: Leads move to this stage only when you move them. - **When a lead is new**: Every new or reopened lead starts in this stage. - **When a quote is sent**: Leads move here automatically when you send a quote, if **Quote sent advances stage** is on under [**Automations**](/go/settings/automations) in Settings. - **When a quote is approved**: Leads move here automatically when a customer accepts a quote, if **Quote approved advances stage** is on under Automations in Settings. Each trigger applies to one stage per pipeline. Choosing one on a stage moves it off the stage that held it, which becomes **Never**. ## Closing stages Won, Lost, and Abandoned sit under **Closing Stages**, below the active stages. Leads in these stages count as won, lost, or abandoned. See [Track win rates and activity](/help/leads/track-win-rates-and-activity). - **Order**: Closing stages have no grip and always sit after the active stages. - **Changes**: You can rename or recolor them. You cannot delete them or give them an automation option.