The streams are designed to club different milestones according to your sales process. It is highly customizable so that you can customized according to your need.
You can perform any of the below functions to customize the milestones.
- Edit a milestone name.
- Add milestone to left or right.
- Delete an existing milestones.
Edit a milestone name
Rename the milestone name and click on Save Changes button.
Add milestone right or left
Delete an existing milestone
Note: Milestone will be deleted only if any lead is not into that milestone whether the leads are active or archived.