Customizing Pipeline Stages

Reordering Stages

Drag any stage row up or down in the Settings → Pipeline list. The pipeline board updates to reflect the new order immediately.

Assigning Colors

Each stage has a color swatch you can customize. Colors appear as a left border on deal cards in that stage and as the column header accent on the Kanban board. Use colors to create quick visual categories — for example, all pre-application stages in one color family, post-application in another.

Setting Checklist Blueprints

Open a stage in Settings → Pipeline and expand its checklist section. Add the default checklist items that every deal in that stage should start with, then save.

Blueprints affect inheritance:

• New deals created in that stage start with the stage checklist.
• Deals moved into that stage inherit the current checklist blueprint for the new stage.
• Edits on an individual deal stay local to that deal.

Use short, concrete items. For example, "Confirm insured", "Collect illustration", "Review owner/payor", or "Send onboarding invite". The checklist is operational context, not a client-facing recommendation.

Deleting a Stage

You cannot delete a stage that has deals in it. To delete:

1. Move all deals out of the stage (move them to another stage or mark them Won/Lost).
2. Return to Settings → Pipeline → Edit Stages.
3. Click the delete icon next to the now-empty stage.
4. Confirm.

The stage is removed from the board. Its name continues to appear in historical deal activity logs.

Impact on Existing Deals

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.