Editing a sales pipeline within the Deals application is a simple process. Log in to your account and navigate to the application. Then, continue reading below.
How to Edit Your Pipeline
Under the My Deals application, click on the pencil icon to the right of the pipeline selector to edit that pipeline. Alternatively, you can click on the pipeline button and select the button next to a pipeline. Your final option is to simply click on Edit Pipeline.
The pipeline editor will launch. This is the same editor you used to create this pipeline. You can edit names, rearrange steps, add steps, or delete steps in exactly the same way.
To change the pipeline name, delete the text in the top-left field and enter a new name.
To change a stage name, delete the text in the field and enter a new name.
To add a stage, click on the + icon in between two steps. For example, clicking this icon between stages 1 and 2 will cause the second step to be pushed to third with the new stage taking second.
Alternatively, you can click + New Stage on the right side of the screen.
To delete a stage, click on the Delete button at the bottom of the stage.
To change the pipeline order, click on the stage anywhere, drag it to the appropriate place, and drop it.
When you are satisfied with your changes, click on Save in the top-right corner.