Pipeline Management
Setting Up Your Pipeline Stages
Customise your pipeline stages to match your sales process.
Castor Flow comes with a default five-stage pipeline, but every sales process is different. You can rename, reorder, and add stages to match the way your team works.
Accessing pipeline settings
Go to Settings → Pipeline. You will see a list of your current stages in order.
Renaming stages
Click on any stage name to edit it inline. Press Enter to save. Renaming a stage does not affect the leads already in that stage — they simply show the new name.
Reordering stages
Drag and drop stages to change their order. The leftmost stage is considered "earliest" and is the default for new leads.
Common pipeline configurations
B2B services
- Prospecting
- First Contact
- Discovery Call
- Proposal Sent
- Negotiation
- Closed Won
Freelancers
- Lead
- Reached Out
- In Discussion
- Quote Sent
- Project Confirmed
Agencies
- Identified
- Contacted
- Meeting Booked
- Pitch Delivered
- Proposal
- Contract Signed
💡 Tip
Keep your pipeline to 5–7 stages. More than that creates friction and makes it hard to know what "next step" means for each lead.