Create a New Pipeline Template
Go to Settings → Pipeline Templates
Click New Pipeline Template
Enter a name for the pipeline (e.g., "Technical Roles", "Sales Pipeline")
Click Create Pipeline Template
Your new pipeline will be created with the following default stages:
Applied/Sourced
CV Review
Phone Interview
Online Interview
Offered
Hired
You can rename, reorder, add, or remove these stages.
Edit Pipeline Stages
Add a New Stage
Open the pipeline you want to edit
Click the Add button next to the stage type section you want to add a stage to
Enter the stage name
Select a color for visual identification
Optionally, add a description
Click Save
Rename a Stage
Click the pencil icon on the stage you want to edit
Type the new name
Click Save
Reorder Stages
Drag and drop stages to rearrange the order candidates will move through.
Delete a Stage
Click the X icon on the stage
If there are candidates in that stage, you will be asked to select a new stage to move them to before deletion is confirmed
⚠️ Deleting a stage affects all active job postings using that pipeline. Candidates in the deleted stage must be manually moved to another stage.
Set a Default Pipeline Template
The default pipeline template is automatically applied when creating a new job posting.
Open the pipeline you want to set as default
Click the star icon next to the pipeline name
📌 Only one pipeline can be the default at a time.
Delete a Pipeline Template
Go to Settings → Pipeline Templates
Click the trash icon on the pipeline you want to delete
⚠️ A pipeline cannot be deleted if:
It is the default pipeline
It is currently connected to active job postings — remove the pipeline connection from those jobs first