Edit Pipeline

Sometimes, you may need to edit a pipeline. Maybe because you want to add a stage or just want to edit the pipeline name or stage name. The pipeline can only be edited by the sales manager.

To edit the pipeline, Click 'Deal' to navigate to the Deals page. Click the pipeline dropdown, select the pipeline that you want to edit then, click the 'Edit this pipeline' button. You will see the 'Pipeline Editor' modal will open, and you can edit the pipeline or stages as you needed.

Edit Pipeline