How to Add a New Lists to a Sales Pipeline

To add a new list to a sales pipeline > Go to the main settings page > Under Publications & Bookings > Select Pipelines > Select the existing pipeline which will open Manage Pipelines.

Click the green + button to add the new list

Enter the name of the new list into the text field

To Move the position of the new list hover over the menu icon (3 lines), the cursor will change to cross arrows - drag the new list into it's new position 



To edit the colour of the new list click on the image icon and the Manage List will appear.

To match the existing MagManager Colours :

The text colour - #ffffff

The background colour #662d91

To edit the icon colour click on the image > a colour box will appear > click in the box to choose your colour > Save



This will take you back on the Manage Pipeline page > Click Save.


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