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Can I configure the Stages of the Lead and Active Project pipelines?

Yes. Click the three dots at the top of any stage column and select Edit Stage Name. Works on both the Lead and Active Project pipelines.

Yes. FlipperForce comes with a pre-built workflow, but it is fully customizable so you can change the stage names to fit your business. This applies to both the Lead Pipeline and the Active Project Pipeline.

How to rename a stage

  1. Find the three dots at the top right corner of the stage column

  2. Click the icon and select Edit Stage Name

  3. Enter the name you want and save

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