Pipeline: How can I edit my sales pipeline?

Pipeliner enables you to fully customize and edit your sales pipeline. Please note that you will need to have an admin role in order to edit the sales pipeline settings. You can edit your sales pipeline in “Administration”.

Edit Sales Pipeline

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Sales Space" and select "Sales Pipelines".
  3. Select Sales Pipeline and choose “Edit” icon (a pencil).
  4. Select specific Sales Step and click on Edit button.
  5. Edit details of the Sales step.
  6. After the edit is completed, click “Save”.
  7. Sync Pipeliner to apply changes. 

What I can edit for each sales step?

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request