Changing the Pipeline Stage on the Insightly App

HI All: I have a pipeline set up in my Insightly account and I would like to be able to change the 'stage' on my Insightly App.  I guess that the App only allows the standard settings, however I thought I would ask.  There might be something that I have missed.

Thanks!

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5 comments
  • Hi Rohan,

    Yep. The app is mostly for inputting data. To change your stage settings you'll need to go to Insightly on your desktop: System settings >> Pipelines >>  Edit Stages. Thanks!

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  • Thank you Brenda

     

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  • hi - the instructions you've given are to edit the names of the pipeline stages i believe? What about just changing which stage a project/opportunity is at along a pipeline that has already been set up? Is that possible from the app?

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  • @Charlotte- Yes, that's true. You can edit from the website but not the mobile app at this moment.

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  • @Brenda: what Rohan is suggesting would be a great addition. There is a lot of back and forth between Gmail and the website.

    Just my two cents...

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