After you create HubSpot pipelines from custom objects, you have the option to rename, reorder, or delete them.
In your HubSpot account, click the “ settings ” icon in the main navigation bar;
in the left sidebar menu, go to “Objects” , then “Custom Objects” ;
click on the “ Pipelines” tab ;
in the “Select a pipeline ” section , click on the drop-down menu and select a pipeline ;
on the right, click the “Actions” button and croatia phone number resource select one of the following options:
rename this pipeline: change the name of the pipeline. In the dialog box, type the new name and then click “ Rename” ;
Reorder pipelines: Change the order of your pipelines. In the pop-up box , drag the pipelines to move them to a new position, then click “Save” ;
manage access: manage which users can view and edit the pipeline;
eliminate this pipeline: eliminate the pipeline.
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Learn how to edit custom object steps
In addition to editing and deleting your HubSpot pipeline , you can create custom stages for your pipelines to organize your records and track your progress .
To do this, follow these steps:
In your HubSpot account, click the “settings” icon in the main navigation bar;
in the left sidebar menu, go to “Objects” , then “Custom Objects” ;
click on the Pipelines tab ;
in the “Select a pipeline ” section , click the drop-down menu and select a pipeline to edit;