Hover over the navigation bar to the left of the dashboard and select ‘Deals’.

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.

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.

If you wish to change the name of the pipeline, delete the existing name from the top-left field and input your preferred name.

To alter the name of a stage, erase the text in the corresponding field and replace it with your new name.

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.

If you want to delete a stage, click the 'Delete' button situated at the bottom of the specific stage you wish to remove.

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.

Once you are content with your adjustments, ensure you save them by clicking 'Save' located in the top-right corner of the screen.