How to Rearrange the Position of Stages in Your Pipeline

Discover how to rearrange the stages in your pipeline within Evolve CRM, allowing you to customize workflows for better alignment with your business processes.

1. Start by selecting the Opportunities section.

1 To begin, click on the element.

2. Next, navigate to the Pipelines option.

2 Afterwards, click on "Pipelines".

3. Then, edit by clicking the pencil icon.

3 Click here.

4. Afterwards, use the upward arrow to move the stage up.

4 Next up, click here.

5. Subsequently, click the downward arrow to rearrange the stage down.

5 After, click on the element.

6. Finally, confirm your changes by clicking Save.

6 Click on "Save".

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