How to Edit a Lead pipeline?

How to Edit a Lead pipeline?

The article covers the steps to be followed by editing existing pipelines created for the leads. The pipelines which have been already allotted to a lead cannot be edited by the user. The following changes can be made by the user on the pipeline -
  1. Add/Remove Pipeline Stages
  2. Change the winning probability associated with each stage
  3. Add/Remove Reasons
  4. Edit Reasons
  5. Change Pipeline Name

Prerequisites

  1. Permissions:  Any user with access to Control Center along with the permission to Update all Pipelines.
  2. Product Plans: All
  3. Activities to be Completed: None

Steps

Step 1
Click on the Manage Pipeline option under the 'Customizations' tab in the admin dashboard. This will lead to the page displaying the list of pipelines.



Step 2
Click on the pipeline to be edited. This will direct users to the 'Edit pipeline' page.



To edit a pipeline the pipeline should stage should be Inactive. A deactivate button will be present on the pipeline details page if the pipeline is active. Click on the same to deactivate the pipeline. Also, users cannot deactivate a pipeline that is being used in any deals/leads.



Step 3
You can choose to rename / edit / update existing stage or Click on"+" icon to  add a new pipeline stage
Note: Default listed stages cannot be deleted & any new stage to be added before won stage.



Step 3(a)
Click on either delete to remove unused exit reasons or "+" to add new pipeline stage



The default pipeline stages can't be deleted by the user.

Step 4
User can also add/edit/delete the reasons for not qualifying or losing a lead in this form. 



There should a minimum of 1 lost reason and an unqualified reason for a pipeline.
Step 5
After all, updates are done, click on the 'Save' button at the bottom of the page.



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