How to change your stages and customer fields

Name the stages customers move through and the extra details you keep about each one.

Updated 2026-10-14

1. Open Settings, then CRM.
2. Rename, add or reorder your pipeline stages.
3. Add the extra fields you keep about each customer, such as a property type or a referral source.
4. Press Save on the bar that appears.

Only an owner or admin can change these. Changing a stage's name keeps the customers in it.

If CRM is not in Settings, switch it on first under What you use: it is the switch for the customer list and the pipeline together.