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How to Reorder Your Lead Pipelines

In this guide, we'll show you how to reorder lead pipelines in Pabau.

Put your most-used pipelines at the top of the pipeline selector so your team can find them quickly.

Step 1: Open the Pipeline Board

Click Leads (the target icon) in the left sidebar. If a list of leads opens, click Board (or the board icon) at the top of the page to switch to the pipeline board.

Step 2: Open Reorder Pipelines

  1. Click the ⋯ button (Pipeline options) at the top right of the board.
  2. Choose Reorder pipelines.

The Pipeline options menu with Reorder pipelines marked

Pipeline options › Reorder pipelines

NOTE: You need at least two pipelines to reorder them. With only one pipeline, Reorder pipelines is greyed out.

Step 3: Drag the Pipelines Into Order

  1. Drag each pipeline by its handle into the position you want.
  2. Click Save order. A Pipeline order saved message appears, and the pipeline selector lists your pipelines in the new order.

The Reorder pipelines panel with a drag handle and Save order marked

Drag pipelines into order, then save

What's next?

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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.