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How do I customize an opportunity stage in Wealthbox?

Team Wealthbox
Team Wealthbox
  • Updated

To customize opportunity stages, go to the three dots in the upper right corner > Settings > Customizations > Opportunities.

You will want to navigate to the "Pipelines" tab and click "Customize" next to the Pipeline which you would like to customize:

From there, you can choose to "Edit" the stages within your Pipeline as follows, as well as drag and drop their order: