Rename Workflow Stage

Overview

This playbook covers how to rename a stage within a Workflow in Leadline.

→ See 113 - Workflows for full product knowledge on Workflows and Workflow Stages.

---

How Do I Rename a Workflow Stage?

1. Click on the workflow that contains the stage you want to rename.
2. Find the stage you'd like to rename.
3. Under Action, click "Rename."
4. Type in the new name for the stage.
5. Click the green checkmark to confirm.
6. Click "Save."

The workflow stage has been renamed.

---

Related Topics

113 - Workflows — Full product knowledge on Workflows including required stages 1002 - Add-Workflow-Stage — Instructions for adding stages to a Workflow 1003 - Remove-Workflow-Stage — Instructions for removing stages from a Workflow