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  5. How can I add, change and delete lists in the portfolio funnel?

How can I add, change and delete lists in the portfolio funnel?

Add a list in the Portfolio funnel

  1. In the Portfolio funnel, click on ADD LIST to add a stage.
  1. Enter the desired name for the phase and click on Add.
  1. The stage has now been added to the Portfolio funnel.

Customize a list in the Portfolio funnel

  1. To edit an existing list, click on the name.
  1. Enter the desired custom name and press Enter.
  1. Hereby the name of the list has been changed.

Delete a list from the Portfolio funnel

  1. Click on the drop-down menu next to the list you want to delete.
  2. Then click on Remove this list in the menu.
  1. Hereby the list will be removed from the Portfolio funnel.

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