Edit Pipeline Stages

Edit stages from Manage Pipelines

1. Open Pipelines and select Manage in the pipeline sidebar.
2. Choose the pipeline you need.
3. In its Stages tab, rename or reorder stages, or select Add Stage to draft new ones.
4. Select Save after adding new stages.

Use a stage’s Stage settings control to set its win probability, whether it is a final stage, its final outcome, and its description.

Delete carefully

Select the stage’s deletion action to begin the dependency-aware deletion flow. Goliath asks you to resolve affected deals and workflow dependencies; do not document a fixed automatic destination for the deals because the confirmation decides that resolution.

Related guides

• Create and Manage Pipelines
• Use the Deals Workspace