Customizing Pipelines

A guide to customizing your pipelines.

Updated: July 08,  2024

Customizing Current Pipelines

1. Navigate to Opportunities in the menu pane.
2. At the top of the Opportunities page, click on the Pipelines tab.
3. This is a list of all the current pipelines in your account.
4. Find the pipeline you wish to edit and click on the pencil icon located next to it.
5. You now have the option to make several changes to the pipeline:
   1. Modify the pipeline name.
   2. Alter the stage names within the pipeline.
   3. Change the order of stages within the pipeline by using the up and down arrows to the left of the stage name.
   4. Add new stages to the pipeline by clicking + Add Stage.
   5. Delete stages by clicking the red trash can in the actions next to the stage.
   6. Click Save to make any changes.
      
      

Creating New Pipelines

1. At the top of the Opportunities page, click on the Pipelines tab.
2. Click on + Create new pipeline.
3. Enter the desired name for the new pipeline.
4. Specify the stages you want to include in the pipeline.
5. Optionally, reorder the stages as needed by using the up and down arrows to the left of the stage name.
6. Click Save to confirm your changes.