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Customize the stages of your CRM pipeline.
  1. Log in, select your team, and open Settings.
Settings entry point in Inboxapp
  1. Open Statuses to see your current stages.
Statuses list in Settings
  1. Click Add Status, name it, and pick a color.
Add Status form with name and color
  1. Drag and drop statuses to change their order in the pipeline.
Drag handles for reordering statuses
  1. Use the ⋯ menu on a status to edit or delete it.
Status overflow menu with edit and delete
Still stuck? Contact support from the app.