Modify an Existing Pipeline

1. Start by selecting the pipeline you wish to modify.
2. Then click on the pencil icon next to the dropdown menu, or open the dropdown menu and click on "Edit pipeline":
   

Changing the name of a pipeline

To change the name of your pipeline, simply alter the text in the corresponding field:

Delete a Pipeline

To delete a pipeline (cannot be recreated thereafter), click on the delete icon:

Setting a Default Pipeline

You can set which pipeline is displayed by default when you click on deals in the CRM menu. This is done by modifying an existing pipeline and subsequently clicking on "Default pipeline":

Changing Pipeline Setup (modifying, creating, deleting, or moving stages)

If you wish to alter the setup of your pipeline, this is done by modifying an existing pipeline and following the same instructions as when creating a new pipeline. Refer to the section on "Creating a New Pipeline" for these instructions.