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Edit a Deal Pipeline

Update your deal pipeline and stages to align with your investing strategy

Your deal pipeline should reflect how you actually move deals from first conversation to closing. As your investing strategy evolves, you may need to rename a pipeline, adjust stages, or reorganize your workflow. Invelo makes it easy to edit your existing deal pipelines so they stay aligned with your current process.

How to Edit a Deal Pipeline

Follow the steps below to modify an existing deal pipeline:

1. Navigate to Deals

From the left-hand menu, click Deals.

2. Open the Pipelines Dropdown

At the top of the Deals page, click the Pipelines dropdown to view all available deal pipelines.

3. Select the Pipeline You Want to Edit

Choose the deal pipeline you would like to modify from the list.

4. Click the Edit Pipeline (✎) Icon

Next to the pipeline name, click the Edit pipeline (✎) icon to open the pipeline editor.

5. Make Your Changes

Within the pipeline editor, you can:

  • Rename the pipeline

  • Add new stages

  • Edit existing stage names

  • Reorder stages by dragging and dropping

  • Remove stages that are no longer needed

6. Save Your Changes

Once you are finished, click Save to apply your updates.

Important Notes

  • Changes to a deal pipeline will apply to all deals currently assigned to that pipeline.

  • Some default pipelines may have limited editing options.

  • Custom deal pipelines are available on the Growth and Professional plans.

If you would like guidance on structuring your deal pipeline based on your investing strategy, our support team is happy to help.