Deal Fields

Peter Harris_7488

When I click on pipeline deals, it gives "Lead In" "Contact made" "Demo scheduled" "proposal made" etc.   I own a law firm. Those fields don't apply to me, can I change them?  I would prefer, Lead In, Retained, etc. 

Boris Tsibelman

Hi Peter,

 

You will need to customize your pipeline stages.

Here is a good article that summarizes how to do so -- https://support.pipedrive.com/hc/en-us/articles/207365225-How-can-I-customize-my-pipeline-stages-