How to rename a pipeline list

Table of Contents

Steps to rename a sales pipeline list

Step 1 - Go to the main settings page.

Step 2 - Under Publications & Bookings > Select Pipelines.

Step 3 - Click the name of the pipeline, to open Manage Pipeline.

Step 4 - Locate the list you wish to change and type the new name in the text field.

Step 5 - Click Save.

Overview of pipelines screen How to use the sales pipeline Pipeline settings How to add a client to a pipeline How to delete a pipeline How to add a list to a pipeline How to delete a list from a pipeline How to rename a pipeline list