--- title: "CRM Pipeline Stage | CRM Recruitment Software| Manatal Guide" slug: "crm-pipeline-stages" description: "Explore Manatal recruitment software CRM tools! Learn how to manage the pipeline stages to track the progress of your clients in the best recruitment CRM." updated: 2023-05-16T07:06:28Z published: 2023-05-16T07:06:28Z canonical: "support.manatal.com/crm-pipeline-stages" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.manatal.com/llms.txt > Use this file to discover all available pages before exploring further. # CRM Pipeline Stages Important - This can only be done by an Admin. - This is only available for companies running the Recruitment Agency version of Manatal and is not available for companies under the Company / Corporate accounts. Read more about different account types [here](https://support.manatal.com/docs/types-of-account). Under the Recruitment Agency setting, Manatal offers a board view in which clients can be moved by dragging and dropping them through customizable stages. Note Any changes will be applied to all users under your company account. [Using and Customizing CRM Pipeline Stages Video](https://fast.wistia.net/embed/iframe/0xrxxabxls?seo=false&videoFoam=true) ## Creating a CRM Stage 1. Head to the [following page](https://app.manatal.com/administration/customization/organizations/stages). Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize pipeline stages". ![Administration 1.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Administration%201.png) ![Customization.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Customization.png) ![Organizations.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Organizations.png) ![Customize CRM pipeline stages.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Customize%20CRM%20pipeline%20stages.png) 1. Click on "Add a pipeline stage". ![CRM Pipeline Stages 1](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/CRM%20Pipeline%20Stages%201.png) 2. Enter stage name and click "Add". ![CRM Pipeline Stages 2](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/CRM%20Pipeline%20Stages%202.png) ## Editing a CRM Stage 1. Head to the [following page](https://app.manatal.com/administration/customization/organizations/stages). Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize pipeline stages". ![Administration 1.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Administration%201.png) ![Customization.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Customization.png) ![Organizations.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Organizations.png) ![Customize CRM pipeline stages.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Customize%20CRM%20pipeline%20stages.png) 1. Click on the pencil icon next to a stage. ![CRM Pipeline Stages 3](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/CRM%20Pipeline%20Stages%203.png) 2. Edit stage name and click "Save". ![CRM Pipeline Stages 4](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/CRM%20Pipeline%20Stages%204.png) ## Re-ordering CRM Stages 1. Head to the [following page](https://app.manatal.com/administration/customization/organizations/stages). Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize pipeline stages". ![Administration 1.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Administration%201.png) ![Customization.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Customization.png) ![Organizations.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Organizations.png) ![Customize CRM pipeline stages.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Customize%20CRM%20pipeline%20stages.png) 1. Click on the 6-dots icon to drag and drop to re-order stages. ![CRM Pipeline Stages 5](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/CRM%20Pipeline%20Stages%205.png) ## Deleting a CRM Stage 1. Head to the [following page](https://app.manatal.com/administration/customization/organizations/stages). Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize pipeline stages". ![Administration 1.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Administration%201.png) ![Customization.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Customization.png) ![Organizations.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Organizations.png) ![Customize CRM pipeline stages.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Customize%20CRM%20pipeline%20stages.png) 1. Click on the trash icon next to a stage. ![CRM Pipeline Stages 6](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/CRM%20Pipeline%20Stages%206.png) 2. Click on "Delete". ![CRM Pipeline Stages 7](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/CRM%20Pipeline%20Stages%207.png)