In this guide
Finding Your Pipelines and Stages
Click on the hamburger menu > company settings > stages to access both pipeline and stage settings.
Pipeline names are shown in colored segments. The stages in the pipeline are shown beneath.
Editing Pipelines and Stages
Click the Pencil icon on the pipeline to open the editing menu. From there you can...
Duplicate the pipeline for re-use with minimal changes.
Change the color of the pipeline.
Delete the pipeline if no longer needed.
Click the Pencil icon on the stage to open the editing menu. From there you can...
Edit campaign triggers.
Customize the preview snippet.
Choose the status of projects in the stage.
Duplicate the stage.
Archive the stage.
Delete the stage
Drag and drop stages or pipelines to reorder them according to your process. Be mindful not to disrupt stages that contain active projects and contacts.
Creating New Pipelines and Stages
To add a new pipeline, type the name of the new pipeline into the ADD NEW FOLDER field at the bottom of the page and press Enter. A default color will be assigned.
To insert a new stage within a pipeline, type the name of the new stage in the ADD NEW STAGE field and press Enter.
Troubleshooting and Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.