Guide

1. Go to Settings (gear icon) in the top bar.

2. In the left menu, navigate to Objects.

3. Select Deals.

4. Click the Pipelines tab.

5. Select the pipeline (E.g. Accounts pipeline) you want to edit from the dropdown menu.

6. Scroll down and edit an existing stage.

7. Or select Add stage to add a new one.

8. You can perform more edits on your deal stages:

   • Click on the left side of the stage property and Drag it to reorder.

   • Hover over the stage and click the Delete button that appears.

   • Click the dropdown associated with the stage and choose the appropriate value for the Win probability.

9. Hit Save.

10. You will receive a success message.