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Opportunities & Pipelines

Reordering Pipelines in Opportunities

You can arrange your pipelines in the order that works best for you, right from the Opportunities pipeline view. Reorder by dragging, or move a pipeline…

1 min read276 words4 explained imagesUpdated Thu, 11 Jun at 8:38 AM
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On this page
  1. Reorder by drag and drop
  2. Move a pipeline to a specific position
  3. Good to know

You can arrange your pipelines in the order that works best for you, right from the Opportunities pipeline view. Reorder by dragging, or move a pipeline to an exact position. Your custom order is saved automatically and stays in place when you refresh the page.

TABLE OF CONTENTS

Reorder by drag and drop

  1. Go to Opportunities and open the Pipelines tab.
  2. Hover over the drag handle (the dotted icon) on the left of any pipeline row.
  3. Drag the pipeline up or down to the position you want, then release.
Reorder by drag and drop (image 1 of 4) What this shows Go to Opportunities and open the Pipelines tab. What this shows Illustrates the "Reorder by drag and drop" section of "Reordering Pipelines in Opportunities". This screenshot appears in the "Reorder by drag and drop" section of "Reordering Pipelines in Opportunities". The text alongside this image reads: Go to Opportunities and open the Pipelines tab. Hover over the drag handle (the dotted icon) on the left of any pipeline row. Drag the pipeline up or down to the position you want, then release. Immediately after, the guide continues: Use this option when you want to place a pipeline at an exact spot. It also works across pages, so you can reposition a pipeline even if it isn't on the page you're currently viewing. Image 1 of 4 Where to goGo to Opportunities and open the Pipelines tab. Hover over the drag handle (the dotted icon) on the left of any pipeline row. Drag the pipeline up or down to the position you want, then release.
Buttons and menus referenced OpportunitiesPipelines
Next stepUse this option when you want to place a pipeline at an exact spot. It also works across pages, so you can reposition a pipeline even if it isn't on the page you're currently viewing.
All 3 steps in this procedure
  1. Go to Opportunities and open the Pipelines tab.
  2. Hover over the drag handle (the dotted icon) on the left of any pipeline row.
  3. Drag the pipeline up or down to the position you want, then release.
Drag a pipeline by its handle to reorder it.

Move a pipeline to a specific position

Use this option when you want to place a pipeline at an exact spot. It also works across pages, so you can reposition a pipeline even if it isn't on the page you're currently viewing.

  1. On the pipeline row, click the ⋯ (three-dot) Actions menu.
  2. Select Move to position.
Move a pipeline to a specific position (image 2 of 4) What this shows On the pipeline row, click the ⋯ (three-dot) Actions menu. What this shows Illustrates the "Move a pipeline to a specific position" section of "Reordering Pipelines in Opportunities". This screenshot appears in the "Move a pipeline to a specific position" section of "Reordering Pipelines in Opportunities". The text alongside this image reads: On the pipeline row, click the ⋯ (three-dot) Actions menu. Select Move to position. Immediately after, the guide continues: In the Reorder Pipeline dialog, enter the position number you want. Click Apply. Image 2 of 4 What to chooseOn the pipeline row, click the ⋯ (three-dot) Actions menu. Select Move to position.
Buttons and menus referenced ⋯ (three-dot) ActionsMove to positionReorder PipelineApply
Next stepIn the Reorder Pipeline dialog, enter the position number you want. Click Apply.
All 2 steps in this procedure
  1. On the pipeline row, click the ⋯ (three-dot) Actions menu.
  2. Select Move to position.
Open the Actions menu and choose Move to position.
  1. In the Reorder Pipeline dialog, enter the position number you want.
  2. Click Apply.
Move a pipeline to a specific position (image 3 of 4) What this shows In the Reorder Pipeline dialog, enter the position number you want. What this shows Illustrates the "Move a pipeline to a specific position" section of "Reordering Pipelines in Opportunities". This screenshot appears in the "Move a pipeline to a specific position" section of "Reordering Pipelines in Opportunities". The text alongside this image reads: In the Reorder Pipeline dialog, enter the position number you want. Click Apply. Immediately after, the guide continues: The pipeline moves to that position and the list renumbers automatically. Image 3 of 4 What to fill inIn the Reorder Pipeline dialog, enter the position number you want. Click Apply.
Buttons and menus referenced ⋯ (three-dot) ActionsMove to positionReorder PipelineApply
Next stepThe pipeline moves to that position and the list renumbers automatically.
All 2 steps in this procedure
  1. On the pipeline row, click the ⋯ (three-dot) Actions menu.
  2. Select Move to position.
Enter the target position and click Apply.

The pipeline moves to that position and the list renumbers automatically.

Move a pipeline to a specific position (image 4 of 4) What this shows The pipeline moves to that position and the list renumbers automatically. What this shows Illustrates the "Move a pipeline to a specific position" section of "Reordering Pipelines in Opportunities". This screenshot appears in the "Move a pipeline to a specific position" section of "Reordering Pipelines in Opportunities". The text alongside this image reads: The pipeline moves to that position and the list renumbers automatically. Immediately after, the guide continues: Your custom order is saved automatically — there is no separate Save button. The order persists across page refreshes. Move to position supports moving a pipeline across pages, which is useful when you manage many pipelines. This feature…. Image 4 of 4 What this coversThe pipeline moves to that position and the list renumbers automatically.
Buttons and menus referenced ⋯ (three-dot) ActionsMove to positionReorder PipelineApply
Next stepYour custom order is saved automatically — there is no separate Save button. The order persists across page refreshes. Move to position supports moving a pipeline across pages, which is useful when you manage many pipelines. This feature is available only for admins and the setting is saved across the location for all users.
All 2 steps in this procedure
  1. On the pipeline row, click the ⋯ (three-dot) Actions menu.
  2. Select Move to position.
The list reflects the new order right away.

Good to know

  • Your custom order is saved automatically — there is no separate Save button.
  • The order persists across page refreshes.
  • Move to position supports moving a pipeline across pages, which is useful when you manage many pipelines.
  • This feature is available only for admins and the setting is saved across the location for all users. 

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