How do we re-order pipelines?

gotmike · ‎Jun 22, 2017

If I create multiple pipelines, is there a way in the UI to re-order them?

I feel like this used to be possible, but I just created a new one and I'm not seeing that capability.

edjusten · ‎Jun 22, 2017

HI @gotmike Go to Settings > Deals and scroll down to the Pipeline list. When you mouse over the tiny black dots to the left of the title your curser should change so that you can grab the dot area and movehte selected pipeline up or down (see attached screenshot).

Ed

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GEiselt · ‎Feb 10, 2022

Updating this post for 2022: the "reorder pipelines" option is now under Settings > Deals > Pipelines > Actions.

BCareyECP · ‎Feb 17, 2022

This is how I did it as well.

edjusten · ‎Jun 22, 2017

HI @gotmike Go to Settings > Deals and scroll down to the Pipeline list. When you mouse over the tiny black dots to the left of the title your curser should change so that you can grab the dot area and movehte selected pipeline up or down (see attached screenshot).

Ed

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gotmike · ‎Jul 10, 2017

yep... that's what i used to see. maybe just was a browser bug or something.

CRM