Editing
Pipeline
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
=== Editing a Pipeline === To modify an existing pipeline, you can edit the following properties: * '''Pipeline Name''' * '''Default Currency''' * '''Group Access''' * '''Deal Assignment Method''' * Users assigned to deals (for '''Round robin''' and '''Round robin deal value''') Follow these steps to edit a pipeline: # Navigate to the '''Deals''' page. # Click on the pipeline dropdown and select the pipeline you wish to edit. # Click the gear icon next to the pipeline name, then select '''Options''' from the dropdown menu. # The '''Pipeline Options''' modal will open. Make any desired changes and click the '''Save''' button. Your edits to the pipeline are now complete.
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information