{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/93d6e65ca73a4c96b13bebe2eff5d8d9\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/93d6e65ca73a4c96b13bebe2eff5d8d9-445bc0e6225a2bf8-full.jpg","duration":285.666667,"title":"Editing and Managing your Lifecycle Pipeline","description":"This Loom explains how to tailor your CRM life cycle pipeline stages, including renaming, colors, and automated movement criteria. It notes that editing the pipeline is a structural change affecting all customers, so only account owners and admins can do it by default, and changes apply immediately across the account. For each editable stage, you can change the status name and color, enable or disable the stage (which affects future automation only), and set up to five sets of criteria per stage with conditions set to all or any. For prospect and trial stages, you can enable drop-offs to flag customers stuck for too long by adding a new early warning column on the Kanban board. You can also toggle whether statuses are allowed to move backward, and you cannot edit the lead and no status stages or add or delete stages."}