Edit a Pipeline

TeamWave allows you to configure and customise your Sales Pipelines in CRM. You can manage the Name of the Pipeline, Set Privacy and manage Stages of a Pipeline from CRM Settings.

To Add a new Pipeline and Stages, see this article.

Edit an existing Pipeline

  • Navigate to CRM Settings - Click on 'Gear Icon' on right top in CRM

  • Click on Edit Pipeline link

  • Do all the changes you would like to see like Pipeline Name and Pipeline Privacy
  • Click on Manage Followers to change followers of that Pipeline.

  • Click on Save to save changes.

Edit Stages

  • Navigate to CRM Settings > Pipeline page
  • Click on any stage you would like to edit
  • Edit stage details and click on 'Save'
  • To move stages or change the order of stages, you can drag and drop stages.

Note: You need to have CRM Admin rights to access CRM Settings.

Still need help? Contact Us Contact Us