Edit Pipelines

Premium This feature is available within the following subscription tiers: APP Max and Procurement Pro.

Once you've accessed the pipeline, you'll have the ability to edit certain items within it.

1

When inside the pipeline, go to the upper right and select the down arrow to open.

2

Select Edit from that field to open a pop-up called Edit Pipeline.

3

Edit the areas that you would like to change. You can change the Name, Description, and Tags of the Pipeline.

4

When you have completed your changes, click Save.