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Editing a Sales Pipeline
Editing a Sales Pipeline
Zach N. avatar
Written by Zach N.
Updated over a week ago

Note: Access to the Deals app is exclusively available to DashClicks Pro plan subscribers.

Access Applications Menu

Hover over the navigation bar to the left of the dashboard and select ‘Deals’.

Step-By-Step Guide to Editing Your Sales Pipeline

This guide provides the instructions you need to edit a sales pipeline within the Deals application. Follow the steps below to carry out the necessary changes.

1. Access Pipeline Editor:

Locate the pipeline you wish to edit within the 'Deals' application. To open the pipeline editor, click the pencil icon next to the pipeline selector.

2. Update the Pipeline Name:

If you wish to change the name of the pipeline, delete the existing name from the top-left field and input your preferred name.

3. Modify Stage Name:

To alter the name of a stage, erase the text in the corresponding field and replace it with your new name.

4. Add a New Stage:

To add a stage, click the '+' icon located between two existing stages. This action will create a new stage between the two, and the subsequent stages will shift down in order. Alternatively, click '+ New Stage' on the right side of the screen to add a stage at the end.

5. Delete a Stage:

If you want to delete a stage, click the 'Delete' button situated at the bottom of the specific stage you wish to remove.

6. Reorder the Pipeline:

You can change the order of stages in your pipeline. To do so, simply click on a stage and drag it to your preferred position, then drop it.

7. Save Your Changes:

Once you are content with your adjustments, ensure you save them by clicking 'Save' located in the top-right corner of the screen.

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