Question

Can I archive a Pipeline, and/or edit its name?

  • 25 February 2022
  • 1 reply
  • 66 views
E
  • Edj
  • New Participant
  • 0 replies

I’m trying to clean up our Copper pipelines. I’d like to archive some and edit the names of others so it is clearer as we onboard new people. How can I do this?

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1 reply

Michelle from Copper
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Userlevel 7
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Hi @Edj, we don’t currently have a way to archive pipelines. As a workaround, some folks edit the name of the pipeline to include [Archived] to indicate that it is not being used anymore.

We do have an open Idea about this feature. If you leave an upvote there we can @mention you in any of the updates.

 

Edit: forgot to mention how to edit a pipeline’s name. You can do this by opening and pipeline and clicking the gear icon in the top right. Then click Customize Pipeline.

You can also make changes to all your pipelines by going to Settings > Customize > Opportunities > Pipeline Stages. Note, you need to be a Copper admin in order to edit or create pipelines.

- Michelle, Senior Customer Enablement Manager
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