Editing Stages (section)

=== How to Edit a Stage ===

To edit an existing stage in your pipeline, follow these steps:

# Click '''Deals''' on the left menu.
# Select the pipeline containing the stage you wish to edit from the dropdown.
# Click the gear icon located in the stage header.
# Choose the '''Edit this stage''' option.
# The '''Stage Options''' modal will open, allowing you to modify the following properties:
   * **Name**: Change the stage name by typing a new one into the field provided.
   * **Header Color**: Select a different header color to visually differentiate the stage.
   * **Width**: Adjust the width of the stage in the pipeline view.
   * **Deal Sorting**: Opt for how deals should be sorted, selecting from options such as:
     * **Contact Name**
     * **Account**
     * **Deal Title**
     * **Next Action Needed** (selected by default)
     * **Win Probability calculation**
     * **Deal Age**
     * **Deal Score**
     * **Contact Score**
   * **Card Appearance**: Determine how deal cards will be displayed within the pipeline. You can choose to show or hide up to four of the following items on the deal card:
     * **Next Action**
     * **Win Probability**
     * **Deal Title**
     * **Deal Value**
     * **Contact and Organization**
     * **Contact**
     * **Organization**
# Click '''Save''' when you are done with the changes.