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Edit a lead pipeline

Rename a pipeline, change its default status, and add, reorder or remove its stages.

Table of Contents
  • On the board, select the pipeline.

  • Click Pipeline options, then Edit pipeline.

  • Change the Pipeline name, or tick Make this the default pipeline.

  • Type over a stage to rename it, drag to reorder it, or click Add stage.

  • Click the bin to remove a stage. If it holds leads, move them to another stage or delete them.

  • Save the pipeline.

Nothing changes until you save. You can't untick the default directly, so make another pipeline the default instead.