--- title: "Web App: Creating Custom Stages" description: "Web App: Creating Custom Stages" --- [Skip to content](https://support.spotio.com/hc/en-us/articles/360010000293-web-app-creating-custom-stages#main-content) English Show submenu for translations [![SPOTIO logo](https://support.spotio.com/hs-fs/hubfs/SPOTIO_logo.png?width=752&height=160&name=SPOTIO_logo.png)](https://support.spotio.com?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [SPOTIO Knowledge Base](https://support.spotio.com/?hsLang=en) 2. [Knowledge Base](https://support.spotio.com/knowledge-base?hsLang=en) 3. [Admin](https://support.spotio.com/knowledge-base?hsLang=en#admin) September 22, 2026 # Web App: Creating Custom Stages   SPOTIO gives you the opportunity to gain visibility into your organizations' pipeline by building out custom stages. You get clear visibility into where your records are in your sales process by placing them into their respective stages. The great thing about SPOTIO is that you can customize the stages to best fit the needs of your organization to provide you the most visibility into your sales. #### Creating Custom Stages Creating a Custom Stage in SPOTIO is a very simple process to follow and can be done at any time by the Account Admin.  To add a new stage: 1. Login to the web app. 2. Click on the **Settings** gear on the bottom left. 3. Tap on **Workflow**. 4. Under What are you tracking, click the small blue settings gear. 5. Click on the **Stages** tab. 6. Drag and drop the **Add Stage** tile into the appropriate spot. 7. Enter name and choose a color. 8. Hit **Create**. ![spotio-kb-19036983468055](https://support.spotio.com/hs-fs/hubfs/spotio-kb-19036983468055.gif?width=670&height=448&name=spotio-kb-19036983468055.gif) Once a custom stage has been completed, you do have the ability to modify it. Simply click on the small blue settings gear within the stage tile. This will open the Edit Stage panel, allowing you to rename the stage, adjust the color, or delete the stage. (If deleting a stage that currently has records in that stage, you will be prompted to reassign those to a different stage of your pipeline.) Be sure the hit the *Save* button when complete. ![spotio-kb-19037239217943](https://support.spotio.com/hs-fs/hubfs/spotio-kb-19037239217943.png?width=295&height=539&name=spotio-kb-19037239217943.png) ***Tip:*** Stages can be rearranged at any point. Just click on the stage tile and move into the appropriate spot. ### Lost Records Stages When adding a custom stage tile to the *Lost Records* section, you will have the ability to modify and/or add additional lost reasons. These reasons can differ if using multiple stages in the Lost Records category of the pipeline. Once completed, click the *Create* button to save.  ![spotio-kb-19036185719191](https://support.spotio.com/hs-fs/hubfs/spotio-kb-19036185719191.png?width=285&height=531&name=spotio-kb-19036185719191.png) ***Pro Tip:*** Utilize the Loss Reasons report within SPOTIO's Dashboard. This built in report gives you insight into why and where deals are falling through in your sale's journey and provides coaching opportunities to help your team close more deals.  FAQ **How do I mark an address as "Do Not Knock" or "Blacklist"  so my sales reps know not to visit it?** Create a custom pipeline stage for these addresses. Give the stage a clear name, such as "Do Not Knock" or "Do Not Visit," and assign it a unique color. Then move any restricted addresses into that stage. 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