update or change pipeline settings

how can I change or update the pipeline name in a specific opportunity?

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  • Hello Anna, 

    I'm happy to help! To accomplish this,, click into the opportunity then click the edit button. In edit mode, if you scroll down to the pipeline field you will see a gray 'X' please click that to remove the pipeline. 

    Once you have removed the unwanted pipeline you can add the new pipeline.

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  • Hi Melissa - I'm not sure Anna meant this - but - how do you change the name of a pipeline?

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  • Hello Mike, 

    To change the name of the pipeline, you must be an admin. Click on the Profile Icon in the top-right, then select 'System Settings,' then 'Pipelines.' 

    On the pipeline page, click the edit (pencil) icon next to the pipeline. In edit mode you can change the name, then re-save!

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