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Can I Rename Deal Pipeline's Steps?

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.

3. Click on "Add a pipeline step" button, type in desired pipeline name, and click on the "remove this step " button to delete a pipeline step.

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