Board stages and how they work
The columns of your board, the three kinds of stage, and what you can change.
Your board shows your enquiries and jobs in columns, from left to right. Each column is a stage. You choose your stages in Settings.
Three kinds of stage
- Enquiry stages are the steps before a client books. They show under the Enquiries tab.
- Job stages are the steps after a client books. They show under the Jobs tab.
- Off-ramps are the ways out, such as Lost, Cold and On hold.
The All tab shows every stage.
Add, rename or reorder a stage
Open Settings → Board stages. Press New stage in the section you want. Give it a name, an icon and a colour. You can add a short note about what it means.
Press Edit on a stage to rename it. Drag a stage by its handle to change the order.
To add a way out, press New off-ramp. You choose if it counts as Lost, or as Parked, which means the record is still open.
Four stages stay
Booked (Won) is where an enquiry becomes a job. Your win rate counts from it. Lost, Cold and On hold are the ways out, and Lost feeds your loss reports. You can rename these four, but you cannot remove them.
Archive or delete a stage
You can archive a stage you made. If records sit in it, Compass asks where to move them first. Its history stays in your reports, and it comes back with Restore to board.
You can delete a stage only if it has never held a record.
Moving a record
Drag a card to another column on the board to move it. You can also use the stage button at the top of a record's page. Logging a call or a meeting does not move a record for you.