{"id":18682,"date":"2025-03-24T14:34:45","date_gmt":"2025-03-24T19:34:45","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=18682"},"modified":"2026-05-17T06:35:17","modified_gmt":"2026-05-17T11:35:17","slug":"how-to-customize-the-pipeline-statuses-in-bookipi-crm","status":"publish","type":"post","link":"https:\/\/bookipi.com\/es\/guides\/how-to-customize-the-pipeline-statuses-in-bookipi-crm\/","title":{"rendered":"How to customize the Pipeline statuses in Bookipi CRM"},"content":{"rendered":"<div class=\"intercom-article\">\n<h2 class=\"intercom-article-subheading\">Learn how to customize the Pipeline statuses in Bookipi CRM.<\/h2>\n<h2 id=\"h_77706a4417\">How to customize the Pipeline statuses in Bookipi CRM<\/h2>\n<p class=\"no-margin\">Follow these simple steps to customize the Pipeline statuses in Bookipi CRM.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_d92448da15\"><b>Step 1: <\/b>Select <b><i>\u2018CRM\u2019 <\/i><\/b>on the Dashboard<b><i>.<\/i><\/b><\/h3>\n<p class=\"no-margin\">Click on <b><i>\u2018CRM\u2019<\/i><\/b> in the left-hand panel of your screen.<\/p>\n<div class=\"intercom-container\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/3b7141740644606a33d2d0ac31c90216ee17f43af11fae702b7633c4142fed00.png\" width=\"1595\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to customize the Pipeline statuses in Bookipi CRM - 1\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_85f7462022\"><b>Step 2: <\/b>Select a Pipeline status in CRM. <\/h3>\n<p class=\"no-margin\">Choose the status you want to edit or modify under the <b><i>\u2018Pipeline\u2019<\/i><\/b> tab.<\/p>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/a91440e5e77618af32e9ad8a7042d73f3395e14d4abd0a58f441c08aeabf1248.png\" width=\"1595\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to customize the Pipeline statuses in Bookipi CRM - 2\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_806fd17951\"><b>Step 3: <\/b>Click the <b><i>three ellipses<\/i><\/b> on the status.<b> <\/b><\/h3>\n<p class=\"no-margin\">Hover your mouse over the status you want to edit until the <b><i>three ellipses<\/i><\/b> appear.<\/p>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/0ddc3c7bdb6d7ed02e0690f52a5f0b0a857ca726a9e944d304f3e42343b93b1e.png\" width=\"1595\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to customize the Pipeline statuses in Bookipi CRM - 3\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_e539b0db00\"><b>Step 4: <\/b>Click the<b> <i>\u2018Edit\u2019 <\/i><\/b>button. <\/h3>\n<p class=\"no-margin\">Choose <b><i>\u2018Edit\u2019<\/i><\/b> to edit the Pipeline status. <\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/1b040f0bdea93b8649405cc2b53d92bb9b9c4983a422c5029bbbd1c631489c5d.png\" width=\"1595\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to customize the Pipeline statuses in Bookipi CRM - 4\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_2ecdb5fd03\"><b>Step 5:<\/b> Rename the status if needed. <\/h3>\n<p class=\"no-margin\">Type in the new status name you want to use.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/d10073e0404a02e3089cdc08f0678224465b05e571279fc40465bd1518a2a11e.png\" width=\"1595\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to customize the Pipeline statuses in Bookipi CRM - 5\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_983c79ebe6\"><b>Step 6:<\/b> Choose a new color for the status (optional).<\/h3>\n<p class=\"no-margin\">Click on your preferred color for the status. <\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/06eb90acc2b3d0c51d5827975ab90c8c2b0caf7442deeef6f742038de46567e3.png\" width=\"1595\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to customize the Pipeline statuses in Bookipi CRM - 6\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_dbca6207df\"><b>Step 7: <\/b>Click<b><i> \u2018Save\u2019<\/i><\/b> to apply the changes. <\/h3>\n<p class=\"no-margin\">Choose <b><i>\u2018Save\u2019<\/i><\/b> to confirm your status edit.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/81da6924af622f7dd47b771b3b56732127ef3cbde00e4bc97355daabb5d18f8a.png\" width=\"1595\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to customize the Pipeline statuses in Bookipi CRM - 7\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_0b56de5b87\">Your Pipeline status has been successfully updated in Bookipi CRM.<\/h3>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/a68a300733da412b8aa87d0cd535982eaf73433fa92ba6592bda236608a84ef2.png\" width=\"1595\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to customize the Pipeline statuses in Bookipi CRM - 8\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h2 id=\"h_35e9a46340\">Common FAQs about how to customize the status in Bookipi CRM<\/h2>\n<h3 id=\"h_56e0ecdcfb\">Q: Can I add new statuses to the Pipeline?<\/h3>\n<p class=\"no-margin\">A. Yes, you can add up to six additional statuses to the Pipeline.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_3378ef18ed\">Q: Can I change the order of the default statuses?<\/h3>\n<p class=\"no-margin\">A. No, the default statuses (<b>\u2018New,\u2019 \u2018In Progress,\u2019 \u2018Sent,\u2019 and \u2018Complete\u2019<\/b>) cannot be rearranged.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_c324f179d5\">Q: Can I customize the Pipeline statuses in Bookipi CRM?<\/h3>\n<p class=\"no-margin\">A. Yes, you can customize existing ones by renaming or changing their colors. <\/p>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_5aa9e0973e\"><b>Discover more tutorials for Bookipi Invoice Web App <\/b><\/h2>\n<p class=\"no-margin\">Discover more tips on how to get the most out of Bookipi Invoice web app with our<a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/\" target=\"_blank\" class=\"intercom-content-link\"> Bookipi Invoice guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Want to send invoices easily? Download the <a href=\"https:\/\/www.bookipi.com\/invoice-app\/\" target=\"_blank\" class=\"intercom-content-link\">Bookipi Invoice mobile app<\/a> and check out our Bookipi Invoice <a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">mobile app guides<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to customize the Pipeline statuses in Bookipi 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