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

With the Exercise.com CRM, you can build a custom pipeline by adding and editing lifecycle stages. Follow the steps below to set up clear stages that match your sales and retention process.

1. Click “Account”.

From your Dashboard, click the “Account” tab.

2. Click “Lifecycle”.

In the Account area, click the “Lifecycle” tab.

3. Click “Create Lifecycle Stage”.

Click the “Create Lifecycle Stage” button to add a new stage to your pipeline.

4. Enter a Name and Description.

Type a clear stage name and a short internal description. Descriptions help your team stay consistent.

5. (Optional) Check “Disable Emails”.

Check this if people in this stage should not receive emails. This is useful for early leads who aren’t customers yet.

6. (Optional) Check “Make Default”.

Set this stage as the default for new accounts. You can change any account’s stage later.

7. Save the Lifecycle Stage.

Click “Save” to add the stage to your CRM pipeline.

8. Edit a Stage.

Click the pencil (edit) icon to update a stage’s name, description, or options.

9. Manage Sort Order.

Click “Manage Sort Order” to re-arrange how stages appear in your pipeline.

10. Re-Arrange Lifecycle Stages.

Drag stages to reorder them, then click “Save.” Use a logical order that mirrors your sales process.

11. Delete a Lifecycle Stage.

Click the trash can icon to delete a stage. Note: If the stage contains accounts, move them to a different stage before deleting.

Great work! You’ve customized your CRM pipeline by creating, ordering, and editing lifecycle stages. This helps your team track leads and customers consistently in the Exercise.com CRM.