Configuring a pipeline

In Teamopipe, configuring the pipeline (Kanban board), such as changing stages or adding custom fields, is done individually for each pipeline. To set up your pipeline according to your business process, first, open a pipeline (1), then click on the three dots icon in the top-right corner and select Configure Pipeline (2).

In the Configure Pipeline view (3), you can edit fields like stages of your pipeline and add or remove custom fields. Note that you can select which fields to display on the deal card, and you can add icons or colors for a more intuitive experience. You can also change the order of the fields.