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.
- 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.