Can I duplicate my pipeline/stages? Follow

Salesmate does not allow creating duplicate pipelines however you can create more than one pipelines with different names. Here's how you can create multiple pipelines

But yes, different pipelines can have a stage with the same name.

To Create Deal Pipeline -

• Navigate to the Profile Icon on top right corner.
• Go to Setup > Customizations > Deal Pipeline

• To avoid confusion while you use them we have included the Pipeline names where ever you use the stage.
• Edit Stages if required, by hovering over a stage
• Click on Edit icon (pencil)

• Create a new pipeline by clicking on + New Pipeline
• Add a Pipeline
• Click on Save