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!