> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://katalyz.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Changing a room's stage

Every room has a **stage** — where the deal sits in your pipeline. Stages let you filter your dashboard, run pipeline reviews, and keep your team aligned.

## Where stages come from

Stages are **customizable per workspace** — they reflect your pipeline, not a fixed set defined by Katalyz.

A new workspace ships with five default stages, each with a default progress weight and a flag marking the closed (terminal) stages:

| Stage | Progress | Closed stage |
|---|---|---|
| Not started | 0% | — |
| In progress | 25% | — |
| Late | 15% | — |
| Closed | 100% | ✅ |
| Archived | 0% | ✅ |

> [SCREENSHOT: Stage options list with progress and Closed stage tags]

Renaming, reordering, recoloring, adding and removing stages is **set up by our team with your admin** rather than from a self-serve settings page — tell your account manager the pipeline you want and they'll configure it.

> ⚠️ Don't confuse a room's **stage** with its **status** (*Draft*, *Active*, *Archived*), which you pick when the room is created. The status is the room's own lifecycle; the stage is where the deal sits in your pipeline.

If you have a CRM integration (HubSpot, Salesforce) connected, stages can be **imported from your CRM**, so the available values always mirror the deal stages defined there. Once configured, stage changes sync **both ways** between Katalyz and the CRM.

## Change a room's stage

1. Open the room.
2. In the left icon strip, open the **Data** tab.
3. Pick the new stage from the **Stage** field's dropdown.

> [SCREENSHOT: Data tab with the stage dropdown open]

Changes save immediately.

## Who can change the stage

Changing a room's stage requires being an org member with a write role on the room:

- **Org role**: any (Admin, Pro, Basic) — being an org member is what matters; non-org members can't change stages.
- **Room role**: **Owner** or **Editor**. Commenters and Viewers cannot change stages.

(External participants — sometimes called "buyers" — are not org members and have no access to stage settings.)

## Why it matters

### Filtering
On your dashboard, filter rooms by stage to focus on what's active or to find stuck deals.

### CRM sync
When a CRM is connected, stage changes in Katalyz propagate to the linked deal in HubSpot / Salesforce, and the reverse.

## What changing a stage doesn't do

- Delete or archive the room
- Revoke participants' access (they still see the room)
- Change what buyers see

For access removal, see [Removing a participant](https://katalyz.crisp.help/en/article/removing-a-participant-1afrpdv/) or [Deleting a room](https://katalyz.crisp.help/en/article/deleting-a-room-1vzyrbg/).

## Related articles
- [Duplicating a room](https://katalyz.crisp.help/en/article/duplicating-a-room-obatjq/)
- [Deleting a room](https://katalyz.crisp.help/en/article/deleting-a-room-1vzyrbg/)