How to Edit a Pipeline in Aesthetix CRM

Optimize your sales process by learning how to edit a pipeline in Aesthetix CRM. This article provides a clear, step-by-step guide to modifying existing pipelines, allowing you to adjust stages, update details, and realign your strategies as your business evolves. Discover best practices for effective pipeline management and learn how to enhance visibility and tracking of your sales opportunities. With these insights, you can ensure your pipeline remains dynamic and responsive to your team’s needs.

1. To get started, click "Pipelines".

1 To get started, click here.

2. Click on "Pipelines" to access the pipeline management section.

2 Click on "Pipelines".

3. Select the desired pipeline to edit and click the three dots icon.

3 Click here.

4. You can edit the necessary changes you want.

4 Click on "Save".

5. Finally, click on "Save".

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