How to Edit and Manage Pipeline Columns
Utilize updated pipeline columns for your transactions
How to Edit and Manage Pipeline Columns
Tailor your transaction overview by renaming stages and color-coding columns to match your specific business workflow.
Phase 1: Accessing Pipeline Settings
Navigate to the management interface to begin customizing your board layout.
Open Transactions: Click the Transactions tab in the main navigation bar.
Locate Column Menu: Find the column you wish to modify and click the Three Dots (menu icon) in the column header.
Phase 2: Editing Column Properties
Update the visual and descriptive elements of your pipeline stages.
Modify Name: Enter a new title in the Column Name field to better reflect your workflow step.
Assign Colors: Select a new Color Tag from the palette to visually distinguish this stage from others.
Apply Settings: Click Update Column to save your changes and instantly update the dashboard view.