How to Edit Your Deal Flow

Follow this guide to make quick changes to your Deal Flow Pipeline in SalesAi

  • Click on the Deal Flow tab on the left-hand menu
  • Make sure you are on the Deal Flow section in the drop-down
  • Select the correct Pipeline if you have multiple.
  • Click the Gear Icon next to your Deal Flow Name
  • Click Edit Deal Flow Pipeline
  • Now you can make any changes to your Stages within your Pipeline. Make sure to click Save Board when you are finished making updates!