How to Rearrange the Position of Stages in Your Pipeline

Optimize your sales process by learning how to rearrange the position of stages in your pipeline. This article provides a detailed, step-by-step guide on modifying the order of stages, helping you create a more efficient and logical flow for managing leads and opportunities. Ideal for users aiming to streamline their pipeline and enhance overall workflow.

1. Start by navigating to your settings.

1 Click on "Settings".

2. Next, access the Opportunities & Pipelines section.

2 Click on "Opportunities & Pipelines".

3. Now, proceed to select a specific pipeline.

3 After, click on "Pipelines".

4. Choose a pipeline to edit by selecting the edit icon.

4 Following that, click on the element.

5. Use the downward/Upward arrow to adjust the stage.

5 Click on the element.

6. Finally, click 'Save' to apply your changes.

6 Click on "Save".

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