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Can I Rename Deal Pipeline's Steps?

Updated this week

The Deal Pipeline, consists of 5 tabs, which can be renamed based on the user's preference.

  1. To rename or edit Pipeline steps, Click on the Preferences button:

2. In the Pipeline Configuration menu, Click on the Name Field and Enter the desired Name.

A green arrow will promptly appear beside the "Pipeline configuration" text, which indicates it has saved the most recent action/change.

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