How to Add Stages to a Workflow

Learn how to add stages to existing workflows. Stages represent steps in your sales process and help you track lead progression.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage leads (typically organization owners and admins have this permission)
• A workflow to add stages to

Steps

Step 1: Navigate to Workflow

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, go to Leads → Workflows
3. Find the workflow you want to add stages to
4. Click on the workflow to open it

What happens next: You'll see the workflow details page.

Step 2: Edit Workflow

1. On the workflow page, click Edit (or find edit option)
2. Workflow edit form will open

What happens next: You'll see workflow editing interface with existing stages.

Step 3: Find Add Stage Option

1. In the workflow edit form, look for Add Stage button
2. This button is typically:
   • Near existing stages
   • In the stages section
   • Allows you to add new stages

Note: Add Stage button lets you add new stages to the workflow.

Step 4: Add New Stage

1. Click Add Stage:

   • New stage form will appear
   • Fields for stage configuration

2. Enter stage name:

   • Type the stage name
   • Make it clear and descriptive
   • Example: "Follow-up", "Negotiation", "Contract Review"
   • Name represents the sales step

Note: Enter a clear stage name that represents a step in your sales process.

Step 5: Set Stage Order

1. Set where stage appears:

   • Choose stage position in workflow
   • Set order relative to other stages
   • Example: Add between "Qualified" and "Proposal"
   • Order determines lead progression

2. Stage order options:

   • Add at beginning
   • Add in middle
   • Add at end
   • Set specific order number

Note: Stage order determines where the stage appears in the workflow sequence.

Step 6: Save Workflow

1. Review your stage addition:
   • Stage name is clear
   • Stage order is correct
   • Stage fits in workflow
2. Click Save (or Save Workflow)
   • Stage will be added
   • Workflow will be updated
   • You'll see a confirmation

What happens next: Stage will be added and:

• Appears in workflow stages
• Available for lead progression
• Leads can move to this stage
• Workflow is updated

Tips

• Add stages that represent real sales steps
• Use clear, descriptive stage names
• Order stages logically
• Don't add too many stages (can be confusing)
• Review workflow after adding stages

Troubleshooting

Problem: I don't see Add Stage option Solution: Check that:

• You're editing the workflow (not just viewing)
• Add Stage button is available
• Workflow editing is working

Solution: Make sure you're editing the workflow. Contact support if Add Stage isn't available.

Problem: Stage isn't saving Solution: Check that:

• Stage name is entered
• Stage order is set
• Workflow is saved

Solution: Verify stage name is entered and workflow is saved. Check for error messages.

Problem: I want to reorder stages Solution: To reorder stages:

• Edit workflow
• Change stage order
• Move stages up or down
• Save workflow

Solution: Edit workflow and change stage order. Save changes to apply new order.

Problem: I want to delete a stage Solution: To delete stage:

• Edit workflow
• Find stage to delete
• Click Delete on stage
• Confirm deletion
• Save workflow

Solution: Delete stages from workflow edit form. Make sure no leads are in that stage.