--- title: How to Customize and Navigate Pipeline Settings in Federal Compass description: Understanding and customizing your pipeline settings can significantly enhance your team's ability to track opportunities and maintain alignment on internal processes. --- [Skip to content](https://knowledge.federalcompass.com/pipeline-settings-pipeline-customization-pipeline-navigation#main-content) English Show submenu for translations ![federal-compass-white-icon-1.png\]](https://knowledge.federalcompass.com/hs-fs/hubfs/federal-compass-white-icon-1.png?height=40&name=federal-compass-white-icon-1.png) Open main navigation Close main navigation - English Show submenu for translations - federalcompass.com federalcompass.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Federal Compass Help Center](https://knowledge.federalcompass.com/?hsLang=en) 2. [Settings](https://knowledge.federalcompass.com/settings?hsLang=en) # How to Customize and Navigate Pipeline Settings in Federal Compass ## Understanding and customizing your pipeline settings can significantly enhance your team's ability to track opportunities and maintain alignment on internal processes.   In this tutorial, we will guide you through accessing and configuring pipeline settings for optimal performance. Creating or editing pipeline stages is limited only to users with **administrative** privileges. ### **Pipeline Overview** In Federal Compass, each account has one shared pipeline accessible to all end-users. Pipeline stages are fully customizable, though templates are populated by default; a company can add and delete pipeline stages to align with internal stages. Integrating pipeline stages is streamlined with the option to import them directly via an API connection. Federal Compass provides pre-built connections for seamless integration with popular CRMs like Salesforce and HubSpot, ensuring your team can work efficiently with the tools they already use. ### **How to Access Pipeline Settings** 1\. Navigate to **Settings** by clicking the **gear icon (⚙)** in the top right-hand corner of the screen. 2\. Select **Platform Settings**.                                           ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Platform%20settings%2010182024-png.png?width=332&height=160&name=Platform%20settings%2010182024-png.png) 3\. Click on the **Pipeline Stages** tab, located on the left-hand side of the page. This is where you can create and customize your pipeline stages or statuses.                               ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Piepline%20Settings%2010182024-png.png?width=472&height=144&name=Piepline%20Settings%2010182024-png.png) ### **Creating a Pipeline Stage** #### **1. Use a Template to Set Up a Pipeline Stage** 1. Click on the **Add from Template** button under **Pipeline Stage** to quickly set up a pipeline.                           ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Add%20template%20pipeline%2012122024-png-1.png?width=390&height=164&name=Add%20template%20pipeline%2012122024-png-1.png) 2\. Choose from one of our three pre-built templates to streamline your pipeline creation process, click **Add Pipeline Stages** to finalize your choice.                                         ![](https://knowledge.federalcompass.com/hs-fs/hubfs/pipeline%20templates%2012122024-png.png?width=364&height=283&name=pipeline%20templates%2012122024-png.png) #### **2. Create a Custom Pipeline Stage**   1. Click the **Add New** button under **Pipeline Stage** to create a custom pipeline stage.                                        ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Add%20new%20pipeline%2010182024-png-1.png?width=377&height=171&name=Add%20new%20pipeline%2010182024-png-1.png)   2. Enter a **Stage/Status Name** for your custom pipeline stage. Note that the name cannot be changed later.                                       ![](https://knowledge.federalcompass.com/hs-fs/hubfs/add%20new%20name%20pipeline%2012122024-png.png?width=367&height=129&name=add%20new%20name%20pipeline%2012122024-png.png)   3. Traditional Shipley stages are often used, though you may opt for a descriptive set of stages that indicate the action being taken, as shown below: - - Identified - Pre-Qualified - Qualified - Pursuit - Developing - Bid Review - Bid Submission - Closed/Won - Closed/Lost   4. Once you have entered the name and reviewed your stage, click **Save Changes** to finalize.                             ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Save%20changes%20to%20pipeline%20stages%2012122024-png.png?width=457&height=160&name=Save%20changes%20to%20pipeline%20stages%2012122024-png.png) ### **Sorting Pipeline Stages** 1\. To rearrange the pipeline stages, click and hold the **hamburger icon (𝄘)** next to a stage. Drag and drop it into the desired order.                                              ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Hamburger%20icon%2010182024-png.png?width=289&height=178&name=Hamburger%20icon%2010182024-png.png) 2\. The order of pipeline stages from **top to bottom** in the settings will correspond to their display from **left to right** on the **"My Pipeline"** dashboard. - - To view **My Pipeline** dashboard: - Click on the **Pipeline tab** on the top-left of the page. - Select **My Pipeline**                              ![](https://knowledge.federalcompass.com/hs-fs/hubfs/My%20pipeline%2012122024-png-1.png?width=405&height=106&name=My%20pipeline%2012122024-png-1.png) ### **Removing a Pipeline Stage** 1\. Click the **trash bin icon** next to the stage you wish to remove to delete a pipeline stage. ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Delete%20pipeline%2010182024-png.png?width=688&height=59&name=Delete%20pipeline%2010182024-png.png) - Deleting a stage will also delete all opportunities associated with that stage. Deleting a stage cannot be undone, so ensure this stage is no longer needed before removing it. - Before deleting, ensure you move the opportunities to a fitting stage that aligns with your pipeline needs. If no appropriate stage exists, create one to accommodate these opportunities. ### **Frequently Asked Questions** ### **Q. What happens if I delete a stage without moving opportunities first?** A. Deleting a stag without moving opportunities will permanently remove those opportunities from your pipeline. Make sure to reassign them to another stage beforehand. **Q. Can I edit the name of a pipeline stage after creating it?** A. No, stage names cannot be edited once created. If you need a new name, create a new stage and move opportunities into it. **Q. Can I recover a deleted pipeline stage?** A. No, deleted stages cannot be recovered. Ensure you’ve moved all opportunities before deleting. Effectively managing your pipeline stages is key to optimizing your business processes and ensuring your opportunities are well organized. Whether you’re creating new stages, customizing templates, or deleting unused stages, this guide provides the tools you need to streamline your workflow.   For additional help, please contact our support team at **support@federalcompass.com.** - [Opportunities](https://knowledge.federalcompass.com/opportunities?hsLang=en#main-content) - [Opportunity Search](https://knowledge.federalcompass.com/opportunities?hsLang=en#opportunity-search) - [Pipeline](https://knowledge.federalcompass.com/pipeline?hsLang=en#main-content) - [Lead List](https://knowledge.federalcompass.com/pipeline?hsLang=en#lead-list) - [Task](https://knowledge.federalcompass.com/pipeline?hsLang=en#task) - [Research](https://knowledge.federalcompass.com/research?hsLang=en) - [Strategy](https://knowledge.federalcompass.com/strategy?hsLang=en#main-content) - [Market Explorer](https://knowledge.federalcompass.com/strategy?hsLang=en#market-explorer) - [Settings](https://knowledge.federalcompass.com/settings?hsLang=en) - [Onboarding](https://knowledge.federalcompass.com/onboarding?hsLang=en) - [Payments/Billing](https://knowledge.federalcompass.com/payments-billing?hsLang=en) - [Dashboard](https://knowledge.federalcompass.com/dashboard?hsLang=en) - [Partner Management](https://knowledge.federalcompass.com/partner-management?hsLang=en) [![Chill listening crop-3](https://knowledge.federalcompass.com/hs-fs/hubfs/federal-compass-black.png?width=115&height=24&name=federal-compass-black.png "Chill listening crop-3")](http://federalcompass.com) Knowledge Base Copyright © 2026, Federal Compass