Introzy ships with three default pipelines — Referral Opportunities, Partner Network, and Integration Partnerships. Admins can adjust the stages inside any pipeline and create additional pipelines when the defaults aren't enough.
Who can customize pipelines: This page describes admin-only actions. Users without admin access can view pipelines but cannot change stages or create new pipelines.
Getting to Pipeline Customizations
Open Settings in the sidebar.
Select Pipeline Customizations.
You will land on the Pipeline Customizations page, with one tab for each pipeline in your org.
The page subtitle reads: "Customize stage labels, colors, and descriptions for your pipelines. Changes apply across your entire org."
What you can customize
From the Pipeline Customizations page, admins can:
Edit a pipeline's name and description.
Add, rename, reorder, and delete stages inside a pipeline.
Edit each stage's color, label, Win %, and description.
Create a new pipeline.
The toolbar in the upper right shows three buttons:
Edit Pipeline — opens a dialog to update the selected pipeline's name and description.
Add Stage — adds a new stage to the selected pipeline.
New Pipeline — creates an additional pipeline alongside your existing ones.
Editing a stage
Each stage row displays its Color, Label, Win %, Description, and per-row actions.
Click Edit stage on the stage row you want to change.
Update the fields you want to change (label, color, Win %, description).
Save.
Win %
Win % represents the default likelihood that a record in that stage will reach the final success stage of the pipeline. The value is shown on every stage header in the pipeline view, and admins can set it per stage.
Reordering stages
Use the Drag to reorder handle at the left of a stage row to move it up or down.
Deleting a stage
Click Delete stage to permanently remove a stage.
Before deleting a stage: Move any existing records out of the stage first. Stage deletion cannot be undone.
Adding a new stage
Click Add Stage in the upper right.
Enter a label, color, Win %, and description.
Save.
The new stage appears at the end of the pipeline — drag it into the correct position if needed.
Editing a pipeline (name and description)
Select the pipeline's tab at the top of the page.
Click Edit Pipeline in the upper right.
Update the Name and/or Description fields.
Click Save.
Creating a new pipeline
Click New Pipeline in the upper right.
In the Create Pipeline dialog, choose a Type:
Referral Opps — creates a pipeline of the Referral Opportunities type (for tracking introductions, referrals, and sub-brands).
General Partners — creates a pipeline of the Partner Network type (for tracking resellers, affiliates, and consultants).
Enter a Name (for example, "Enterprise Referrals").
Enter a Description of what the pipeline is for.
Click Create.
The new pipeline appears in the sidebar and as a new tab on the Pipeline Customizations page. Customize its stages from there.
Note on dropdown labels: The Type dropdown currently uses the older labels "Referral Opps" and "General Partners." Choosing "Referral Opps" creates a Referral Opportunities-type pipeline; choosing "General Partners" creates a Partner Network-type pipeline.
Integration Partnerships is not an option. New pipelines can only be created as Referral Opportunities or Partner Network types. Integration Partnerships exists as the single default pipeline of that type and cannot be duplicated.
What changes take effect where
Changes made in Pipeline Customizations apply across your entire org. Anyone in your organization viewing a pipeline will see the updated stages, labels, colors, Win % values, and descriptions immediately.
Examples of useful customizations
Add an internal review stage between Qualified and Engaged for deals that require approval.
Rename Closed Won to match your team's vocabulary (for example, "Booked" or "Signed").
Adjust Win % values to reflect your historical conversion rates so forecasts are more accurate.
Create a sub-brand pipeline of the Referral Opportunities type to keep referrals for a separate line of business isolated from your main pipeline.
FAQ
Q: Who can customize pipelines? A: Admins only. Users without admin permissions can view and use pipelines but cannot change stages, Win %, or create new pipelines.
Q: Can I delete a default pipeline? A: No. The three default pipelines — Referral Opportunities, Partner Network, and Integration Partnerships — cannot be deleted.
Q: Can I edit the name or description of a default pipeline? A: Yes. The Edit Pipeline dialog is available on default pipeline tabs and lets you update the name and description.
Q: Can I create another pipeline of the Integration Partnerships type? A: No. The Type dropdown offers only Referral Opps (Referral Opportunities) and General Partners (Partner Network). Integration Partnerships exists only as the single default pipeline.
Q: Will changing a stage's Win % retroactively change historical reports? A: Win % represents the probability of records currently in that stage reaching the final success stage. It is a forward-looking forecasting value, not a historical record of past performance.
Q: What happens if I delete a stage that has records in it? A: Move the records out first. Stage deletion is permanent.
Q: Can I reorder the pipelines themselves in the sidebar? A: Pipeline Customizations does not include sidebar reordering. Contact Introzy support if sidebar ordering is important to your org.