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

1. Open the Stage Options #

• In the Sales Pipeline, locate the stage you want to rename. For example, you might want to rename the Prospecting stage.
• Hover over the stage name and click on the three dots (•••) at the top-right corner of the stage.

2. Click “Rename Stage” #

• In the dropdown menu, click on Rename Stage.

3. Enter New Stage Name #

• A field will appear, allowing you to enter the new name for the stage. Type the new name (e.g., “Lead Generation”).

4. Save the New Name #

• After typing the new name, press Enter or click outside the field to save the changes.

Insight: #

Renaming stages helps maintain clarity and relevance in your pipeline as your process evolves. This can be especially useful for organizing different phases of your sales process and aligning them with specific business goals or team practices.