How to add an additional Pipeline status in Bookipi CRM
Learn how to add an additional Pipeline status in Bookipi CRM with the simple steps below.
Step 1: Select 'CRM' on the Dashboard.
Click on 'CRM' in the left-hand panel of your screen.
Step 2: Click the '+' button.
Click the ‘+’ button on the right sidebar of your screen.
Step 3: Enter a title for the new Pipeline status.
Type in the title for the new Pipeline status.
Step 4: Select a color for your new Pipeline status.
Choose a color for your new Pipeline status.
Step 5: Click the 'Save' button.
Select ‘Save’ to confirm and save your new Pipeline status.
Your new Pipeline status has been successfully created.
Common FAQs about how to add additional Pipeline status in Bookipi CRM
Q: Can I add multiple custom Pipeline statuses?
A. Yes, you can create up to six additional Pipeline statuses to better organize your workflow in Bookipi CRM.
Q: Can I delete or edit the default Pipeline status?
A. No, default Pipeline statuses cannot be deleted or edited.
Q: Can I modify or remove a Pipeline status after adding it?
A: Yes, you can delete or edit custom Pipeline statuses by following the same steps used to add additional Pipeline statuses.
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.