If you manage multiple sales pipelines, keeping them in the right order can make everyday work a lot easier. This CRM update lets you rearrange pipelines directly in the Opportunities view, so the ones your team uses most are always easy to find.

📌 Why This Matters

When pipelines appear in an order that matches how your business actually works, your team spends less time hunting for the right one and more time moving deals forward. This is especially helpful if you have different pipelines for new leads, follow-ups, estimates, or repeat customers. Once the order is set, it stays in place after refreshes and applies across users at the business level.

✨ What’s New

• Drag-and-drop reordering: Move pipelines into the order that makes the most sense for your daily workflow.
• Move to a specific position: Use the Actions menu to place a pipeline exactly where you want it, even if it needs to move across pages.
• Saved automatically: Your updated order stays in place, so there is nothing extra to save.
• Admin controls: Only admins can change pipeline order, helping keep things consistent for the whole business.

🛠️ How to Use It

1. Step 1: Open your Opportunities area and go to Pipelines.
2. Step 2: Drag a pipeline by its handle and drop it into your preferred position.
3. Step 3: If you want more control, click the three-dot Actions menu and choose Move to position.
4. Step 4: Set the exact placement you want, and the system will save it automatically.

💡 Pro Tip

Put your most-used or highest-value pipeline first so your team sees revenue-driving opportunities faster each day.