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How do I change the default pipeline?
How do I change the default pipeline?

How do I change which pipeline appears first?

Keri Byrne avatar
Written by Keri Byrne
Updated over 4 years ago

In Settings > Configure pipelines, you can create multiple pipelines by clicking on the orange plus sign.

The pipeline at the top is the default pipeline. That's the first pipeline that appears when you go to the opportunities page.

To change your default pipeline, click anywhere on the bar with the pipeline name and drag it to the top.Β 

You can re-order your pipelines using the same method.

Something to note: When creating an opportunity, Salesflare will default to the pipeline you currently have opened up in the Opportunities section. This is because you are most likely working on that pipeline at that moment.πŸš€

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