How to Reorder a Lead Pipeline

This article explains how you can reorder lead pipelines in Pabau.

Step 1: Navigate to the Leads Pipeline

Start by logging in to your Pabau account using your login credentials. Then, navigate to "Leads" on the left sidebar menu. This will reveal the Pipeline tab.

Step 2: Reorder Pipeline

Once you're on the Pipeline page, click the "Options" button at the top right corner. This will reveal the "Reorder pipeline" action.

Clicking on the "Reorder Pipeline" option will display a window where you can view all lead stages. You can reorder them by dragging and dropping each stage.

After reordering the stages, click the "Save" button to update the changes and successfully reorder lead stages.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.