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Rename a pipeline

The pipeline name is updated without recreating its stages or deals.

Before you start

  • An existing pipeline available to your account.

Watch the walkthrough

Step by step

  1. Select the pipeline in Pipeline.

  2. Click Stages.

  3. Change the Pipeline name field.

  4. Click Save beside the field and check the updated name.

  5. In the name field, Enter also confirms the change. Close the dialog with X or Close; saved changes remain applied.

Check your result

The pipeline name is updated without recreating its stages or deals.

What you need to know

  • The field accepts up to 100 characters.
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