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

In the Portfolio funnel (Kanban), you can add, edit, and delete funnel stages to organize your funnel the way you prefer.

This interactive guide shows you how to:  

  • Add funnel stages,
  • Add portfolio items to the funnel stage,
  • Remove a funnel stage,
  • Restore the portfolio items and the funnel stage.

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