Edit Existing Sales Pipeline

Icon admin
2 min read

If you have to make changes in the stages of your sales pipeline or re-assign the managers or team members associated with your pipeline, you can just edit your existing sales pipeline by following the below steps

1. Go to the Admin Panel, under the Marketing and Sales Settings, click on ‘Pipelines’.

saphyte pipeline management

2. Another way to do it is by navigating through the Sales tab. Click on ‘Manage Pipelines’  and it will direct you to the Pipelines settings.

saphyte deals management
saphyte manage pipelines

3. Select a Pipeline from the list and click on the pencil icon to edit the selected pipeline.

saphyte edit pipeline

4. Make the changes to your pipeline like editing the stages, associating managers and team members, enabling the private mode, or adding sales hierarchy.

saphyte pipeline hierarchy

5. Once done with the changes, click on