Pipeline settings allow you to update the pipeline name, define required opportunity fields, and manage tags.

You must have Admin permissions to edit, clone, or delete pipelines.

Click Pipelines in the left navigation menu.

Then click Manage Pipelines in the top right corner.

In the Manage Pipelines window, click Manage next to the pipeline you want to edit.

This will open the pipeline settings window.

In the Edit Pipeline window, you can update the following:

Change the name of the pipeline to reflect its purpose, such as:

Select fields that must be completed when creating or updating opportunities in this pipeline.

Example:

This helps ensure consistent and complete opportunity data.

Tags help categorize and prioritize opportunities.

Examples include:

You can add new tags or remove existing ones.

Click Save to apply your updates.

To duplicate a pipeline structure and settings:

Click Clone Pipeline Settings

This creates a new pipeline with:

Opportunities are not copied.

This is useful for creating pipelines for new fiscal years or teams.

Click Manage Pipelines, then click Manage next to the pipeline.

Click the red Delete Pipeline button.

Confirm the deletion when prompted.

Deleting a pipeline is permanent.

When you delete a pipeline:

Make sure the pipeline is no longer needed before deleting it.

Pipeline settings allow you to:

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