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Edit Existing Sales Pipeline

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2 min read
Updated:
 

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’.

pipelines

2. Another way to do it is by navigating through the Deals tab, then click on ‘Manage Pipelines’. It will direct you to the Pipelines settings.

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

Saphyte - Edit Sales 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. Once done with the changes, click on ‘Save Pipeline’.

Saphyte - Edit Sales Pipeline