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A stage is a column of your pipeline. A customer sits in exactly one stage per pipeline — they can be in several pipelines at once, but never in two stages of the same one.
Stage edit modal with name, colour, the three stage types and the idle alert

Stage configuration

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The three types

Standard

A regular stage where customers can be handled by AI or humans.

Human only

Transitions leaving this stage are forced to manual.

Final

Closes the deal as won or lost. Cannot have outgoing transitions.
“Human only” does not pause your AI agents. The type does exactly two things: it forces outgoing transitions to be manual, and it notifies pipeline members. A WhatsApp or SMS agent will keep replying to a customer parked in a human-only stage. If you need the AI to stop answering, pause it from the agent itself or flag the conversation for human handling.

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Final stages: won, lost, and archived

Marking a stage as Final reveals two settings: A customer reaching a final stage does not disappear immediately: they stay visible and active for the number of days you configure. After that, an automatic process marks them completed and they stop counting as active.
It’s standard to have two final stages, Closed won and Closed lost, so you can measure conversion. With only one, you lose that distinction.

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Idle alert

The Idle alert field promises to notify assigned users when a customer has sat in the stage too many days.
This setting does not produce any notification yet. The field saves and is editable, but the process that sends the alerts isn’t scheduled in production. If you need to react to stalled customers, use an Idle timer event, which does work.

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Order, color, and position

  • The order of columns in the Board is changed by dragging the column, or from the Position field when creating the stage.
  • The position in the Flow diagram is independent of the Board order. Moving a stage in the diagram does not reorder the columns.
  • The color is picked from eight presets or via Custom color. It’s purely visual, but it helps a lot when scanning the board.

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Deleting a stage

When deleting a stage that contains customers, Salesflow forces you to decide what happens to them:
  • Move customers to another stage, or
  • Remove all customers from the pipeline — they’re marked as removed, not deleted.
Deleting a stage cannot be undone, and it takes its transitions and events with it.

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Warning: dead ends

The Flow view shows an amber warning when a stage has no path to a final stage. Clicking it makes the affected stages flash. It’s worth keeping at zero: a stage with no exit is a place where leads get stuck forever.

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Next step

Input nodes

Define how customers reach these stages.