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Can I reorder opportunity stages?
Can I reorder opportunity stages?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

Yes. You can edit, delete and reorder your opportunity stages from your settings.

1. Go to the three dots in the upper right corner of Wealthbox
2. Go to Settings
3. Go to “Customizations” under “Workspace”
4. Click on “Opportunities”
5. Click on “Pipelines” then “Customize” to the right of the stage you wish to customize:

6. You can drag and drop inside the list of stages to specify the order you would like your opportunity stages to progress:

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