Learn how to edit, delete, and create new stages associated with your Fundraising pipeline.
If you'd like to create a new stage, delete, or edit an existing stage in a fundraise this article will help. To start, navigate to your desired Fundraising pipeline, click the 3 dots in the top right corner, and select Manage stages as shown below:
From here, the stages will display. If you hover over a specific stage, you'll see icons to edit, delete, or re-order the stages. To edit or delete the stage, use the icons on the right. To re-order the stage, drag & drop the stage using the icon to the left.
Both are shown below:
To add a new stage, simply type in the name and click Add as shown below:
Let us know if you have any questions when customizing your fundraising pipeline.