Adding a New Status to an Existing Pipeline

Pipeline statuses (the columns on your Kanban board) define the stages a contact moves through. When your process evolves, you can add a new status at any time without losing your existing contacts or data.

How to add a new status:

1. Open the pipeline you want to edit (e.g. Pipeline – Sales).
2. On the Kanban board, find the status column you want to work from and click the pencil icon in its header. This opens the Edit window for managing statuses.
3. In the Edit window, click the + Add status button in the top-right corner.
4. A new status row appears. Enter a name for the status (e.g. New lead, Proposal sent, Deal closed).
5. Choose the status type using the toggle on the right:
   • Default – the starting stage for new contacts
   • ToDo – an in-progress, active stage
   • Done – a completed/closed stage
6. Set the status color using the colored dot, and use the drag handle on the left to position it in the correct order within your pipeline.
7. Click Save to apply your changes.

The new status becomes available immediately as a column on your Kanban board, and any contact can be moved into it. Existing contacts stay in their current status until you move them manually.

Tip: Use the Preview mode panel at the top of the Edit window to see how the status will look before saving. To remove a status, click the trash icon next to it.