How to Reorder Your Opportunity Pipelines

You can customize the order in which your opportunity pipelines appear in your CRM. This allows you to arrange your sales stages or processes in the sequence that best fits your team's workflow. You can reorder pipelines by simply dragging them or by specifying an exact numerical position.

Reorder Pipelines by Dragging

This method is ideal for quickly adjusting the order of pipelines that are visible on your screen.

• Navigate to the Opportunities section and open the Pipelines tab.
• Locate the pipeline you wish to move. On the left side of its row, you will find a drag handle (it appears as a dotted icon).
• Click and hold this drag handle, then move the pipeline up or down to its new position in the list.
• Release the mouse button to drop the pipeline. The list will instantly update to reflect the new order.

Move a Pipeline to a Specific Position

Use this option when you need to place a pipeline at a precise spot in the list, especially useful if you have many pipelines spanning multiple pages.

• Find the pipeline you want to reposition. On its row, click the ⋯ (three-dot) Actions menu.
• From the menu that appears, select Move to position.
• A dialog box titled Reorder Pipeline will open. Here, enter the numerical position where you want the pipeline to be placed.
• Click the Apply button. The pipeline will immediately move to the specified position, and the entire list will be renumbered accordingly.

Important Notes

• Any changes you make are saved automatically. There is no separate Save button to click.
• Your custom pipeline order is preserved even if you refresh the page or log out and back in.
• The Move to position feature allows you to reposition a pipeline even if it is not currently visible on the page you are viewing, making it easy to manage long lists.
• This functionality is typically available only to users with administrator permissions. The order you set applies to the entire location and is visible to all users.