How to Rearrange the Position of Stages in Your Pipeline on Pest AI | Pest AI

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How to Rearrange the Position of Stages in Your Pipeline on Pest AI

Optimize your pest management process by learning how to rearrange the position of stages in your pipeline on Pest AI. This article offers a comprehensive, step-by-step guide on modifying the order of stages, helping you create a more efficient and logical flow for managing leads and tasks. Ideal for users looking to streamline their pipeline and enhance their workflow in Pest AI.

1. Begin by selecting 'Settings'.

1 To begin, click on "Settings".

2. Next, proceed to 'Opportunities & Pipelines'.

2 Following that, click on "Opportunities & Pipelines".

3. Then choose 'Pipelines'.

3 Click on "Pipelines".

4. Now, select a specific pipeline.

4 Click on the element.

5. Enter the desired 'Pipeline Name'.

5 Now, click on "Pipeline Name".

6. As the final action, click 'Save'.

6 Click on "Save".

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