Updating the Sales Pipeline chart
Perform these steps only if you added a new sales process, or if you want to modify the Sales Pipeline chart.
- Select .
- From the Available stages pane, select a sales process and click the right arrow to add the sales process to the Selected stages pane.
- From the Summary available stages pane, select a sales process and click the right arrow to add the sales process to the Summary selected stages pane.
- To view the Sales Pipeline chart, proceed to the Dashboard and refresh your screen.