How to Edit Appraisal Pipeline Stage Names
This article will show you how to Edit appraisal pipeline stage names.
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You will need to have Management role to access and edit Pipeline settings
Steps to Edit Appraisal Pipeline Stage Names:
Access Leads page:
- From the top menu, select Leads
Open Pipeline Settings:
Edit Pipeline:
- Click the edit pen icon located to the right of the Appraisal Pipeline
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
Save Changes:
- Once you have made your changes, click Save