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.