Sales Pipeline

Hello,

Unfortunately, out of the box it is not possible to rename or customize the tab inside the Sales Pipeline chart, or to remove specific stages from the funnel using standard tools. This type of change would require additional development.

In the meantime, please review the following community posts, which may be helpful:

https://community.creatio.com/questions/how-do-i-hide-or-remove-certain…

https://community.creatio.com/questions/rename-tab-pipeline-chart

Additionally, we have already created a request for our R&D team to review and consider adding the ability to customize the Sales Pipeline in future releases.


Best regards,
Malika
 

Malika,

Do you know if it possible with non-out of the box features? 

Thanks,

Matt 

Matt Tilghman,

Unfortunately, this is not possible using the standard tools. However, we have already submitted a request to our R&D team to review and consider adding the ability to customize the Sales Pipeline in future releases.
 

Best regards,
Malika

Malika,

Is this add one still relevant: https://marketplace.creatio.com/app/sales-pipeline-cases-creatio? I played with it in our dev environment but it did not seem to do much.