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Editing and Customizing Pipeline Stages in Content Copilot CRM

Discover how to edit and reorganize pipeline stages in Content Copilot CRM to better align with your sales strategy. This guide covers updating pipeline names, reordering and renaming stages, redefining actions, adding new stages, and adjusting visibility settings to optimize your workflow.

1. Start by selecting the 'Opportunities' option.

1 To commence, click on "Opportunities".

2. Next, access the 'Pipelines' section.

2 Click on "Pipelines".

3. Proceed to edit the pipeline by clicking 'Edit'.

3 Following that, click here.

4. Now, update the pipeline name as needed.

4 Click here.

5. Subsequently, reorder the stage appropriately.

5 Click on the element.

6. Afterward, adjust the name for the selected stage.

6 Click on the element.

7. Continue to redefine actions for the current stage.

7 Upload

8. Add new stages if required for your strategy.

8 Upload

9. Modify visibility settings for your pipeline.

9 Now, click on "Visible in Funnel chart".

10. Finally, save your changes to complete the setup.

10 Click on "Save".

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Editing and Customizing Pipeline Stages in Content Copilot CRM | Content Copilot