Pipeline: How can I rename a sales step?

You can rename a sales step in "Administration".

Rename a Sales Step

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Sales Space".
  3. Select Pipeline from the list of "Sales Pipelines" and click on Edit button.
  4. Click on the "Edit" (a pencil icon) for a corresponding sales step.
  5. Rename your sales step according to your preferences and click on the "Save" button.
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