Account
Communication
Contacts
Customer service
Sales
Tasks
Phone system
Developers
Conclusion

How to edit an existing sales pipeline?

Hipcall allows you to edit an existing sales pipeline to be more updated with sales processes. To edit an existing sales pipeline, please follow the steps below.

  1. On the top navigation menu, go to Settings > Sales > Pipelines.
  2. Find your pipeline in the list and click three dot sign on the right and select Details.
  3. On detail page, you will see general settings, stages, lost reasons and users on the side bar menu.
  4. You can go to related menu about your editting process and update name, users,stages or lost reasons.