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How Do I Reorder My Pipeline Stages?
Updated over a year ago

Objective:

  • Change the stages in my pipeline

  • Make edits to my existing pipelines

Procedure:

If you do not see these settings, that is because you are not an Administrator for your property. Ask an Admin to make these changes.

  1. Select Settings on the left-hand side of Event Temple

  2. Select the Organization drop-down

  3. Click on Pipelines

  4. Choose the Pipeline you wish to edit form the dropdown

  5. Click on the stages you wish to move and drag them to the desired location

  6. The changes will save automatically

Additional Information:

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