{"id":810,"date":"2025-08-11T14:31:38","date_gmt":"2025-08-11T14:31:38","guid":{"rendered":"https:\/\/rs.quarticon.com\/jak-stworzyc-i-edytowac-etapy-stages-w-pipelinach\/"},"modified":"2025-08-12T15:38:14","modified_gmt":"2025-08-12T15:38:14","slug":"jak-stworzyc-i-edytowac-etapy-stages-w-pipelinach","status":"publish","type":"post","link":"https:\/\/help.quarticon.com\/pl\/jak-stworzyc-i-edytowac-etapy-stages-w-pipelinach\/","title":{"rendered":"Jak stworzy\u0107 i edytowa\u0107 etapy (stages) w pipelinach?"},"content":{"rendered":"<article class='jsx-ef86202475c6562f '>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Ka\u017cdy pipeline, kt\u00f3ry utworzysz, sk\u0142ada si\u0119 domy\u015blnie z trzech etap\u00f3w: To Contact, In Contact i Follow-Up. Nasz system pozwala na ich edycj\u0119 oraz tworzenie dodatkowych etap\u00f3w, aby lepiej dopasowa\u0107 je do potrzeb Twojej firmy. Pami\u0119taj, \u017ce nie ograniczamy Ci\u0119 w kwestii liczby tworzonych etap\u00f3w.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>W tym artykule krok po kroku poka\u017cemy Ci:<\/p>\n<\/div>\n<div class='intercom-interblocks-unordered-nested-list'>\n<ul>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><a href='#h_3844b46b43'>jak edytowa\u0107 domy\u015blne etapy w pipelinie<\/a><\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><a href='#h_26cbd3f261'>oraz jak doda\u0107 nowe etapy w pipelinie<\/a><\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class='intercom-interblocks-heading intercom-interblocks-align-left'>\n<h2 id='h_3844b46b43'>Jak edytowa\u0107 domy\u015blne etapy w pipelinie?<\/h2>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Mo\u017cesz edytowa\u0107 nast\u0119puj\u0105ce w\u0142a\u015bciwo\u015bci dla dowolnego etapu pipeline&#8217;u:<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-unordered-nested-list'>\n<ul>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>jego nazw\u0119<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>kolor nag\u0142\u00f3wka<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>szeroko\u015b\u0107 kolumny<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>wygl\u0105d kolumny<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Aby edytowa\u0107 etap:<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>1. <\/b>Przejd\u017a do zak\u0142adki <b>Deals<i> <\/i><\/b>w lewym menu, by wej\u015b\u0107 do CRMu.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/527171578\/38977cca38e15ebbc89c80de\/f381081f-f875-445a-9bd4-896c8f5f7a36.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/527171578\/38977cca38e15ebbc89c80de\/f381081f-f875-445a-9bd4-896c8f5f7a36.png'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>2. <\/b>Kliknij list\u0119 rozwijan\u0105 przy nazwie pipeline&#8217;u i wybierz ten, kt\u00f3rego etap\/y chcesz edytowa\u0107.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529001187\/d390835e2f63a1215e65cfdc\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529001187\/d390835e2f63a1215e65cfdc\/image.png' width='293' height='403'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>3. <\/b>Kliknij ikon\u0119 ko\u0142a z\u0119batego znajduj\u0105c\u0105 si\u0119 w nag\u0142\u00f3wku wybranego etapu.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529002508\/102ae83f36cd1876f1e93910\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529002508\/102ae83f36cd1876f1e93910\/image.png' width='294' height='241'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>4. <\/b>Kliknij opcj\u0119 <b><i>Edit the stage<\/i><\/b>.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529002749\/8ff6740d34d53efe5d5ad2b0\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529002749\/8ff6740d34d53efe5d5ad2b0\/image.png' width='293' height='240'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>5. <\/b>Mo\u017cesz wprowadzi\u0107 zmiany w nast\u0119puj\u0105cych polach:<\/p>\n<\/div>\n<div class='intercom-interblocks-unordered-nested-list'>\n<ul>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Nazwa (Stage Name)<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Kolor nag\u0142\u00f3wka (Header Background Color)<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Szeroko\u015b\u0107 kolumny etapu wy\u015bwietlanej z poziomu widoku ca\u0142ego pipeline&#8217;u<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Tryb sortowania \u2013 w tym miejscu mo\u017cesz wybra\u0107 spos\u00f3b sortowania transakcji (deali). Mo\u017cesz sortowa\u0107 je wed\u0142ug nast\u0119puj\u0105cych element\u00f3w, w kolejno\u015bci rosn\u0105cej lub malej\u0105cej:<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Contact Name<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Organization<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Deal Title<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Next Action Needed<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Win Probability<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Deal Age<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Deal Score<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Contact Score<\/p>\n<\/div>\n<div class='intercom-interblocks-unordered-nested-list'>\n<ul>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Wygl\u0105d karty \u2013 w tym miejscu mo\u017cesz wybra\u0107 spos\u00f3b wy\u015bwietlania kolumny z etapem. Domy\u015blnie wy\u015bwietlana jest nazwa transakcji, nazwa osoby kontaktowej i organizacji, termin nast\u0119pnej czynno\u015bci oraz warto\u015b\u0107 transakcji. Mo\u017cesz jednak wy\u015bwietli\u0107 inne informacje (maksymalnie cztery) z nast\u0119puj\u0105cych element\u00f3w w dowolnej kolejno\u015bci, naje\u017cd\u017caj\u0105c kursorem myszy na dowoln\u0105 opcj\u0119 w sekcji <b><i>Card Appearance<\/i><\/b> i klikaj\u0105c w menu rozwijane:<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Next Action<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Win Probability<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Deal Title<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Deal Value<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Contact and Organization<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Contact<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>o Organization<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Masz tak\u017ce mo\u017cliwo\u015b\u0107 ukrycia dowolnego z tych element\u00f3w z wygl\u0105du karty etapu.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529016166\/68daeb890f13b0c9dc279523\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529016166\/68daeb890f13b0c9dc279523\/image.png' width='484' height='672'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>6.<\/b> Po wprowadzeniu wybranych zmian kliknij <b><i>Save<\/i><\/b>.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529016736\/b766fe7bfec08da4743bbe9e\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529016736\/b766fe7bfec08da4743bbe9e\/image.png' width='480' height='176'><\/a><\/div>\n<div class='intercom-interblocks-heading intercom-interblocks-align-left'>\n<h2 id='h_26cbd3f261'>Jak doda\u0107 nowe etapy w pipelinie?<\/h2>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>1. <\/b>Przejd\u017a do zak\u0142adki <b>Deals<i> <\/i><\/b>w lewym menu, by wej\u015b\u0107 do CRMu.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>2.<\/b> Kliknij list\u0119 rozwijan\u0105 przy nazwie pipeline&#8217;u i wybierz ten, do kt\u00f3rego chcesz doda\u0107 etap\/y.<\/p>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529001187\/d390835e2f63a1215e65cfdc\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529001187\/d390835e2f63a1215e65cfdc\/image.png' width='293' height='403'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>3.<\/b> Kliknij przycisk <b><i>Add a stage<\/i><\/b>.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529021367\/5aa1fd8c8cb90f870c3a8339\/db41fbe8-541f-49a5-a5f3-2c799ad87afc.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529021367\/5aa1fd8c8cb90f870c3a8339\/db41fbe8-541f-49a5-a5f3-2c799ad87afc.png'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>4.<\/b> W oknie, kt\u00f3re si\u0119 pojawi:<\/p>\n<\/div>\n<div class='intercom-interblocks-unordered-nested-list'>\n<ul>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Wpisz nazw\u0119 etapu polu <i>Stage Name<\/i><\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Wybierz kolor nag\u0142\u00f3wka etapu w polu <i>Header Background Color<\/i><\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>5. <\/b>Klinij <b><i>Add<\/i>.<\/b><\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-left'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529021371\/116f38fd76a3d22e33527463\/0280a427-0801-41f7-818d-466bedae27cb.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/529021371\/116f38fd76a3d22e33527463\/0280a427-0801-41f7-818d-466bedae27cb.png'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Nowy etap zostanie dodany po prawej stronie pipeline&#8217;u. Je\u015bli chcesz, mo\u017cesz przeci\u0105gn\u0105\u0107 go w inne miejsce (kliknij i przeci\u0105gnij).<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-horizontal-rule'>\n<hr>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>Powi\u0105zane artyku\u0142y: <\/b><\/p>\n<\/div>\n<div class='intercom-interblocks-unordered-nested-list'>\n<ul>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b><a href='\/wstep-do-crm-czym-jest-i-do-czego-mozesz-go-wykorzystac\/'>Wst\u0119p do CRM: czym jest i do czego mo\u017cesz go wykorzysta\u0107?<\/a><\/b><\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b><a href='\/pipelines-stages-deals-i-tasks-czym-sa-i-do-czego-sluza\/'>Pipelines, stages, deals i tasks \u2013 czym s\u0105 i do czego s\u0142u\u017c\u0105?<\/a><\/b><\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b><a href='\/jak-utworzyc-i-edytowac-pipeline-w-crm\/'>Jak utworzy\u0107 i edytowa\u0107 pipeline w CRM?<\/a><\/b><\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>Ka\u017cdy pipeline, kt\u00f3ry utworzysz, sk\u0142ada si\u0119 domy\u015blnie z trzech etap\u00f3w: To Contact, In Contact i Follow-Up. Nasz system pozwala na ich edycj\u0119 oraz tworzenie dod<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-810","post","type-post","status-publish","format-standard","hentry","category-cdxp"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/posts\/810","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/comments?post=810"}],"version-history":[{"count":6,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/posts\/810\/revisions"}],"predecessor-version":[{"id":2324,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/posts\/810\/revisions\/2324"}],"wp:attachment":[{"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/media?parent=810"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/categories?post=810"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/tags?post=810"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}