To duplicate a stage in the sales pipeline, follow these steps:

1. Locate the Stage #

• Go to your Sales Pipeline where the stage you want to duplicate is located (e.g., “Closed/Won”).

2. Open the Stage Options #

• Hover over the stage name and click on the three dots (•••) located at the top-right of the stage column.

3. Click on “Duplicate Board” #

• In the dropdown menu, you will see the option “Duplicate Board”. Click on it.

This action will create a duplicate of the stage and move it within your pipeline. You can then edit the name or settings of the newly created stage to fit your needs.

Insight: #

Duplicating a stage is useful when you want to create a similar stage but with different configurations or use it in another part of your pipeline. This ensures consistency without the need to recreate everything from scratch.