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.
2. Next, access the 'Pipelines' section.
3. Proceed to edit the pipeline by clicking 'Edit'.
4. Now, update the pipeline name as needed.
5. Subsequently, reorder the stage appropriately.
6. Afterward, adjust the name for the selected stage.
7. Continue to redefine actions for the current stage.
8. Add new stages if required for your strategy.
9. Modify visibility settings for your pipeline.
10. Finally, save your changes to complete the setup.
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Editing and Customizing Pipeline Stages in Content Copilot CRM | Content Copilot