Reorder Your Pipelines

The order pipelines appear in matters — your most-used one should be easy to find.

Drag and drop

  1. Go to Opportunities > Pipelines.
  2. Hover over the drag handle on the pipeline.
  3. Drag to the position you want.

Saves automatically.

Jump to a specific position

Three-dot menu, Move to Position, type the position number, Apply.

Who can do this

Admin-level action; the order is shared across the whole team.

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