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All CollectionsSettings & System Administrator ManualSettings FAQ
How Can I Modify my Pipeline & Pipeline Stages?
How Can I Modify my Pipeline & Pipeline Stages?
Updated over a month ago

Related Questions:

  • Add a Pipeline Stage

  • Change my Pipeline

  • I am looking to change the titles on my pipeline

  • How do I add a column to my dashboard?

Answer:

When you modify your Pipeline, you can change the Pipeline Name, add new Pipeline Stages & change existing Pipeline Stage names.

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

  2. Select the Organization drop-down

  3. Click on Pipelines

  4. Select the relevant Pipeline from the drop-down

  5. Make the change required

  6. Save

Additional Information:

  • Only users with an Admin user role can modify Pipelines

  • Click on a Pipeline Stage to update it

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