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Can I reorder Opportunity Stages?

Team Wealthbox
Team Wealthbox
  • Updated

Admins or Account Owners can edit, delete, and reorder your opportunity stages from your settings.

1. In the top-right corner, click the three stacked dots (⋮) and select “Settings.”
2. Go to “Customizations” under “Workspace”
3. Click on “Opportunities”
4. Click on “Pipelines” then “Customize” to the right of the stage you wish to customize:

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