🔧Pipeline Settings

On this screen, you can edit or add a new pipeline.

Create New Pipeline

If you want to add a new pipeline in your LMS, this is button you are looking for.

You will have to add the stage you want in the edit screen.

Edit Icon

Click on this is you want to edit your existing pipeline. It will open the pipeline editing window.

Pipeline Setting Screen

Pipeline Editing Window

Change the Order of Stages

Depending on which direction you want to move the stage, click on the up or down arrow to change the order of your stages.

Name of the Stage

This bar is where you can change or add the name of the stage in your pipeline.

Trash Can Icon

By clicking this icon, it will delete the stage and all leads inside of it.

To add a stage, look for the "Add Stage" word on the bottom left part of the window.

Don't forget to click the orange "Save" button to save all your changes!