Configuration → Pipeline


To perform all Pipeline related actions, click on ‘Configuration’ in the top menu and navigate to ‘Pipeline’.

Stages can be manipulated while creating or editing a sales pipeline.


Add Stage to Pipeline

To add a stage to a pipeline,

1. Click on the '+' icon at the right corner.

2. Edit the name at the Stage box that appears at the bottom. Default names are usually ‘Stage 1’, ‘Stage 2’ etc.



You have now successfully added a stage to a pipeline.


Delete Stage From Pipeline

To delete a stage from a Pipeline,

1. Locate the stage box at the bottom of the page.

2. Click on the 'x' close icon at the top right corner of the box.



You have now successfully deleted a stage from the pipeline.