How to Add Stages to a Workflow

Before You Begin

• Sign in at https://app.joinzipper.com/auth/login with owner or admin permissions
• Have an existing workflow to edit

Steps

Step 1: Open the workflow for editing

1. Go to Contacts > Lead Tracking and open Workflows
2. Click the workflow you want to edit, then click Edit

Step 2: Add and configure the new stage

1. Click Add Stage
2. Enter a clear stage name that represents a step in your sales process (e.g., “Follow-up”, “Negotiation”, “Contract Review”)
3. Set the stage’s position in the workflow sequence (beginning, middle, or end)

Step 3: Save

Click Save. The stage is added, appears in the workflow, and is immediately available for lead progression.

Troubleshooting

No Add Stage option? Make sure you clicked Edit to enter editing mode — the option isn’t available in view mode.

Stage not saving? Stage name and order position are required.

Need to reorder stages? Edit the workflow, change each stage’s order number, and save.

Need to delete a stage? Edit the workflow, click Delete on the stage, confirm, and save.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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