Connect your SeoToaster site Connect your WordPress site

Opportunity stages

In CRM config / Opportunity stages tab we have preset for you different opportunity stages. Does it mirror your sales process?

opportunity stages

To delete one, simply click on the cross. To edit one, click on the probability icon you would like to edit and set the stage name that suits you best.To set a default opportunity stage, just choose one from the dropdown. The default stage will be ticked.


default opportunity

 

Download our Social Media and CRM Mobile Apps for your Iphone Download our Social Media and CRM Mobile Apps for your Android Phone Sign Up Login