How to access pipeline settings:
Step 1 - Go to the main settings page.
Step 2 - Under Publications & Bookings > Select Pipelines.
The pipeline settings displays the name of each pipeline, the number of lists on each pipeline, the number of cards on each pipeline and if it's enabled.
Pipelines with zero client cards can be disabled by clicking on the green tick in the Enabled column. They can also be deleted by clicking on the red Delete button.
Step 3 - Clicking on the pipeline name opens the Manage Pipeline settings from here you can update:
- The pipeline Name
- Change the Tile colour
- Assign the pipeline to a specific user
- In the lower section you can drag and drop the order of the list by clicking on the hamburger icon, and moving the list up or down.
- Click on the icon to change it and the colour
- Update the name of the lists, click the field with the existing list name and replace it. How to rename a pipeline list
- Delete a list by clicking the red -minus button. How to delete a list from a pipeline
- Add a new list by clicking the green +plus button. How to add a list to a pipeline
A full video walk through of Sales Pipeline can be found @ here:
