Can I create custom stages in the Vareons CRM?
Last verified: 2026-09-18
The leads pipeline in Vareons runs on default system stages, and each store can define custom stages with names, colors, and ordering that fit how it works. Stages appear in the table, kanban, and calendar views with priority and assignment, so the team sees every opportunity in its correct place from first contact to closing. This customization makes the pipeline mirror the merchant's real sales cycle instead of forcing fixed labels.
Steps for creating custom stages
- Open customer relationship management and go to stage management or pipeline settings.
- Add a new stage with a clear name expressing the actual step in your sales cycle.
- Pick a distinct color for the stage and place it in the correct position among the default stages.
- Save the settings and confirm the stage appears in the table, kanban, and calendar views.
- Start moving opportunities across stages while updating priority and owner to keep the picture accurate.
Keep a balanced number of stages reflecting real steps without complexity, and name each stage with a clear action every team member understands. Reviewing opportunity distribution periodically also helps spot bottlenecks and improve follow-up.
For more, read leads pipeline support, CRM availability, and adding a customer in Vareons, or browse the answers hub.
Frequently Asked Questions
Do default stages remain after adding custom stages?
Yes, custom stages with their names, colors, and ordering join the defaults, so the pipeline combines the ready structure with customization for how you work.
Where do new custom stages appear?
They appear in the table, kanban, and calendar views with priority and assignment, and become available for moving opportunities right after saving settings.
How many custom stages is it sensible to create?
A balanced number reflecting the real sales cycle steps without complexity works well, with each stage named as a clear action and opportunity distribution reviewed periodically.