Edit a Pipeline

You can manage Name of the Pipeline, Set Privacy and manage Stages of a Pipeline from CRM Settings.

To Add a new Pipeline, see this article.

Edit an existing Pipeline

  • Navigate to CRM Settings

  • Click on Edit Pipeline link

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

  • Click on Save to save changes.

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

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