How To Change Stages In Pipedrive
Here is how you can change stages in Pipedrive:
- To begin editing stages, click on the Pencil Icon button next to the Pipeline name.
- Once inside the editing stage, the first step to changing a stage may be by simply creating a new stage. To do so, click on the + New stage button that is visible on the right.
- You may also add new stages by clicking on the (+) icon between stages.
- You can rename any stage name by changing the input field.
- Consider customizing other options as well such as Probability or Rotting time.
- Another way to change your sages in Pipedrive is to simply drag stages around to reorder them.
- Simply drag and drop your stage at the desired spot.
- To remove an existing stage, click on the Delete Stage button visible at the bottom of all stages.
- Confirm your choice by clicking on Delete Stage.
- You now know how to make changes to your stages in various ways such as new, delete and reorder!