1
Edit Stage Names
You can rename, reorder, or add stages at any time — even after you have deals in the pipeline. Existing opportunities stay in their current stage position.
- Go to Opportunities and click the Settings gear near the pipeline name, or navigate to Opportunities → Pipeline Settings.
- Select your pipeline from the list. You will see all its stages listed vertically.
- Click the pencil icon next to any stage name to edit it. Type the new name and press Enter.
- Rename changes take effect immediately — the column header on the board updates and all historical reporting references the new name going forward.
- Reorder stages by clicking and dragging the handle on the left side of each stage row. Drop it into the new position.
- Add a new stage by clicking "+ Add Stage" at the bottom of the stage list. New stages appear at the end — reorder them after creating.
- Click "Save" when you are done editing.
Team alignment first: Before renaming stages, make sure your whole team agrees on the new terminology. Inconsistent stage interpretations are one of the most common reasons pipelines stop being used correctly.
Buyer Pipeline — Stages
⋮⋮
Contacted
✓ ✕⋮⋮
Appointment Set
✏️⋮⋮
Showing Scheduled
✏️⋮⋮
Offer Made
✏️+ Add StageSave Changes
2
Set Rotting Days
Rotting Days is a per-stage setting that tells Jtek how long a deal can sit before it is flagged as stale. When a card rots, it turns orange as a visual warning to take action.
- Go to Pipeline Settings and click the stage you want to configure.
- Find the "Rotting Days" field. It defaults to 0 (disabled).
- Enter the number of days after which a card should turn orange. Example: set 5 on "Contacted" — any contact sitting there 5+ days without movement goes orange.
- Recommended benchmarks: New Lead = 2 days, Contacted = 7 days, Showing Scheduled = 5 days, Offer Made = 3 days, Under Contract = 30 days.
- Rotten cards show a flame icon and day count on the board when they exceed the threshold.
- Click "Save" to apply. The setting takes effect on all existing cards in that stage immediately.
Rotting = accountability: Set rotting days to match your follow-up SLA. Check rotten cards first every morning — they represent leads at risk of going cold.
Rotting Day Settings — Buyer Pipeline
3
Color-Code Your Stages
Each stage can have its own color accent on the Kanban board. Color coding makes it faster to visually scan your pipeline and understand deal distribution at a glance.
- Go to Pipeline Settings and click any stage row to expand it.
- Find the "Stage Color" picker — a palette of preset colors or a hex input field.
- Choose a color that represents the energy of that stage. Common conventions: blue for early stages, orange for active mid-stages, green for closing and closed-won, gray or red for lost/abandoned.
- The color appears as the column header accent on the board and as the indicator dot on each card within that stage.
- Click "Save" to apply the color changes to all stages at once.
Visual psychology: Use green only for your final positive stages (Under Contract, Closed Won). Using red only for "Closed Lost" prevents your active board from feeling negative during your daily review.
NEW LEAD
M. Santos
CONTACTED
A. Lin
SHOWING
D. Kim
CLOSED WON
P. Nair ✓
4
Archiving vs Deleting a Stage
When you no longer need a stage, archive it (hidden but data preserved) or delete it (permanent). The right choice depends on whether the stage has existing deals and whether you might need it again.
- Go to Pipeline Settings and find the stage you want to remove.
- Click the three-dot menu (⋯) next to the stage name to see options.
- Archive: The stage disappears from the board view but all opportunities that were in it remain in the system, visible in reports and contact timelines. Unarchive at any time from Settings.
- Delete: Permanently removes the stage. Jtek will ask where to move any existing opportunities in that stage — select another stage from the dropdown. Jtek moves them automatically before deleting.
- Empty stages can be deleted immediately with no additional steps.
- Best practice: Archive stages you might need again later. Delete only stages you are absolutely certain you will never use.
Check automations first: If any workflow triggers on this stage (e.g., "When stage changes to X, send SMS"), deleting it may break that automation. Review your workflows before deleting any stage.
Remove Stage: "Appointment Set"
This stage has 3 opportunities. Where should they be moved?
Contacted ▾