Pipelines & Stages
The Pipelines & Stages settings page is the central place to manage all pipeline configurations for your workspace. From here you can create new pipelines, edit existing ones, and delete pipelines you no longer need.
Pipeline list
The settings page shows a table of all pipelines with:
| Column | Description |
|---|---|
| Name | Pipeline name (click to open the Kanban board). |
| Description | Brief description of the pipeline's purpose. |
| Stages | Number of stages in the pipeline. |
| Created / Updated | Timestamps. |
| Actions | Edit and delete buttons. |
Creating a pipeline
Click “Create Pipeline” to open the pipeline editor. See Creating Pipelines for the full guide on naming, adding stages, and configuring automations.
Editing a pipeline
Click the edit button on any row to open the pipeline editor. You can:
- Rename the pipeline or update its description.
- Add or remove stages.
- Reorder stages using the up/down arrows.
- Configure stage automations for each stage.
Deleting a pipeline
Click delete and confirm. This removes the pipeline, all its stages, and all pipeline items. The contacts themselves are not deleted, but their pipeline history for this pipeline is lost.
Ready to get started?
Create your free Booked55 account and start managing your sales pipeline in minutes.