On this page you can add or edit different Pipeline stages. The screen is divided in two sections Header (1) and List (2).
Within the Header (1) section you can Add (+) New Pipeline Stage from the green button.
The List (2) section is divided into lines that contain the different pipeline stages you have entered. Different columns will be Position, Name, ID, Staged for. The columns are described in the table below:
Column | Meaning |
Position | Shows the position of the pipeline stage |
Name | Shows the name of the pipeline stage |
ID | Shows the ID of the pipeline stage |
Staged for | Shows what the pipeline is staged for – Sale or Purchase |
You can sort the list by columns. In the top left corner of the List (2) section you have a magnifier button that allows you to show and hide a filter that allows you to search for a specific pipeline stage by Position, Name, ID, Staged for.
Plus some additional buttons:
Column | Meaning |
Allows you to move the stage position up or down | |
Allows you to Edit the pipeline stage in every particular line | |
Allows you to delete a particular pipeline stage unless there are some other events attached to it |