Deborah Lynne Pope asked us, “How do you add a category into your pipeline?”

“When you say, ‘category’, are you referring to the titles at the top of each column? If so, you’ll just want to click Pipelines up at the top, next to Opportunities, select the name of the Pipeline you want to edit, and then click ‘add stage’ at the bottom and save ?”

Tagged in:

, , ,