Editing pipelines in our platform are designed to be straightforward and hassle-free. This guide will take you through each step, ensuring you can make the necessary pipeline changes quickly and efficiently.
We've broken down the process into simple sections so you can follow along easily, even if you're unfamiliar with our system.
Accessing the Pipeline Listing Page
To edit your pipelines, navigate to the Pipeline Listing Page. This is where all your created pipelines are displayed. Here's how to get there:
Step 1: Access the Pipeline Module
Click on the Pipeline module in the navigation bar. This will take you to the Pipeline Listing Page, displaying all your created pipelines.
Step 2: Open the Edit Menu
Find the pipeline you wish to edit.
Click on the three-dot menu (⋮) associated with that pipeline.
Select Edit from the dropdown options.
Step 3: Modify Pipeline Details
On the editing page, you can adjust various settings:
Changing Mapping Details
Object and Fields: You can adjust the object your pipeline is associated with and modify the fields included in the pipeline. Click on the object or field you wish to change and select the new one from the dropdown menu.
Modifying Revenue Goals and Duration
Revenue Goals: Update your revenue targets by entering new values in the designated section.
Duration: Adjust how long this pipeline should run. There might be a dropdown or a calendar selection tool to choose the new duration.
Historical Assessment Period: Change the historical period for pipeline assessment to analyze performance over different timeframes.
Step 4: Save Your Changes
After making the necessary adjustments, click the Save button, typically located at the bottom or top-right corner of the page, to apply your changes.
Editing pipelines is critical for managing your workflows and ensuring your objectives are met.
Following the steps outlined in this guide, you can easily make the necessary adjustments to your pipelines.
Remember, regular review and timely updates are critical to efficient pipeline management. If you have any questions or encounter any issues, our support team is always here to help.