How to Edit Appraisal Pipeline Stage Names

How to Edit Appraisal Pipeline Stage Names

This article will show you how to Edit appraisal pipeline stage names.
Info
You will need to have Management role to access and edit Pipeline settings

Steps to Edit Appraisal Pipeline Stage Names:

  1. Access Leads page:

    • From the top menu, select Leads
  2. Open Pipeline Settings:

    • Select Pipeline settings
  3. Edit Pipeline:

    • Click the edit pen icon located to the right of the Appraisal Pipeline
  4. Edit Pipeline Sidebar:

    • This action will open the Edit Pipeline sidebar
    • Here, you can rename the stages, add more stages or change their order as needed
  5. Save Changes:

    • Once you have made your changes, click Save