How to customize the Pipeline statuses in Bookipi CRM
Follow these simple steps to customize the Pipeline statuses in Bookipi CRM.
Step 1: Select 'CRM' on the Dashboard.
Click on 'CRM' in the left-hand panel of your screen.
Step 2: Select a Pipeline status in CRM.
Choose the status you want to edit or modify under the 'Pipeline' tab.
Step 3: Click the three ellipses on the status.
Hover your mouse over the status you want to edit until the three ellipses appear.
Step 4: Click the 'Edit' button.
Choose 'Edit' to edit the Pipeline status.
Step 5: Rename the status if needed.
Type in the new status name you want to use.
Step 6: Choose a new color for the status (optional).
Click on your preferred color for the status.
Step 7: Click 'Save' to apply the changes.
Choose 'Save' to confirm your status edit.
Your Pipeline status has been successfully updated in Bookipi CRM.
Common FAQs about how to customize the status in Bookipi CRM
Q: Can I add new statuses to the Pipeline?
A. Yes, you can add up to six additional statuses to the Pipeline.
Q: Can I change the order of the default statuses?
A. No, the default statuses (‘New,’ ‘In Progress,’ ‘Sent,’ and ‘Complete’) cannot be rearranged.
Q: Can I customize the Pipeline statuses in Bookipi CRM?
A. Yes, you can customize existing ones by renaming or changing their colors.
Discover more tutorials for Bookipi Invoice Web App
Discover more tips on how to get the most out of Bookipi Invoice web app with our Bookipi Invoice guides.
Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.