With the Exercise.com CRM, you can build a custom pipeline by adding and managing lifecycle stages. This guide walks you through how to create, edit, and reorder stages so they match your sales and retention process.

1. Go to the Account section.

Click the Account section to begin managing lifecycle stages.

2. Open the Lifecycle tab.

Click Lifecycle to access the lifecycle stage management area.

3. Click “Create Lifecycle Stage.”

Click Create Lifecycle Stage to add a new stage to your CRM pipeline.

4. Enter a name and description.

Add a clear stage name and a short internal description to help your team stay consistent.

5. (Optional) Enable “Disable Emails.”

Enable this option if accounts in this stage should not receive emails. This is helpful for early leads who are not yet active clients.

6. (Optional) Enable “Make Default.”

Set this stage as the default for new accounts. You can update an account’s lifecycle stage at any time.

7. Save the lifecycle stage.

Click Save Lifecycle Stage to store the new stage.

8. Use the three-dot menu to manage a stage.

Click the three-dot icon to edit a stage’s name, description, or settings, or to delete the stage.

Use the three-dot menu to manage a stage.

9. Click “Manage Sort Order.”

Select Manage Sort Order to change how lifecycle stages appear in your pipeline.

10. Drag stages to reorder them and click “Save.”

Drag stages into the order that best matches your sales process, then click Save to apply the changes.

Drag stages to reorder them and click Save.

You’ve now created, updated, and reordered lifecycle stages in your CRM. This helps you track client progress more clearly and manage your sales and retention workflow with confidence.

How to Add or Edit Lifecycle Stages to Build a Custom CRM Pipeline?