How to Manage Pipeline Stages

To manage your pipeline stages, click the Stages button at the top of the Order Management board. This opens the stages popup where you can see all your existing stages.

Rearranging stages

Hold any stage with your mouse and drag it left or right to rearrange the order. The order in the popup matches the order on your board.

Renaming a stage

Click the name of any stage to rename it. Type the new name directly in the field and click off the field to save it.

Changing stage colors

Below each stage name you can change the color for display purposes. Pick whatever color helps you visually organize your board.

Adding a new stage

First, click the Add Stage button on the right side:

After that enter the stage name, pick a color, then drag it to the position you want on the board.

Deleting a stage

Click delete on any stage and a popup will ask you to confirm. Click Delete Stage to remove it.

If the stage has orders in it, you'll see a dropdown asking which stage you want to move those orders to. Select the stage, then click Delete. The orders will be moved to the stage you selected.

Five stages cannot be deleted or reordered: Quote, Confirmed Order, Order Balance Required, Ready to Install, and Completed. These are used by the system and are required for MonuDesk to work properly.

Each stage also has settings for the Customer Portal:

• Customer-facing / Internal only controls whether your customer sees this stage on their portal tracking page. Internal stages are hidden from the customer.

• Edit Subtext lets you add a description that appears under the stage name on the customer portal.

• Action Required turns the stage yellow on the portal and shows a message telling the customer what they need to do (for example, pay a deposit).

Learn more: How the Customer Portal Works

Saving your changes

When you're done, click Save and Exit at the top right of the popup. If you want to discard your changes, click Cancel.

Related articles:

• Understanding the Order Board

• What Each Order Card Shows