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Accessing Pipeline Settings

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Bytimothy A
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Overview: 
The Pipeline Settings feature lets you manage and customize your pipeline configuration. This helps you organize stages, adjust pipeline details, and streamline your workflow.

Follow these steps to access Pipeline Settings:

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section. Click on Pipelines.
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section. Click on Pipelines.
Step 2: Click on a pipeline to open it and view more information about the pipeline and its stages. 
Step 2: Click on a pipeline to open it and view more information about the pipeline and its stages.
Step 3: In all views (Horizontal, Card, and List View), you can access the pipeline settings by clicking the Pipeline Settings button next to the three-dot menu. 
Step 3: In all views (Horizontal, Card, and List View), you can access the pipeline settings by clicking the Pipeline Settings button next to the three-dot menu.
Step 4: The pipeline settings will be displayed. From here, you can edit the title, modify the stages and their triggers, manage user access for the template and sub-pipelines, update the lists and forms associated with the pipeline, and adjust the template settings. 
Step 4: The pipeline settings will be displayed. From here, you can edit the title, modify the stages and their triggers, manage user access for the template and sub-pipelines, update the lists and forms associated with the pipeline, and adjust the template settings.

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