Click here to find out how to get in touch!
Status:

Support Center

Customize the pipeline to match your sales process

The sales pipeline allows you to see where your deals are in your sales process and get a quick overview of which deals need your attention the most.

To customize your pipeline and add or rename stages to fit your sales process, go to the Pipeline View, select the pipeline you wish to edit from the pipeline drop down, and click the "pencil" icon to begin editing. 

In addition to being able to edit stages and pipelines, you can also add more pipelines for your company's different processes by clicking + New Pipeline

Questions? 

Click here to find out how to get in touch!


Looking for Training Courses and Tutorials? 

Visit our Pipedrive Academy.