Get a clear view of your sales pipeline

We’ve preset different opportunity stages for you. You can find them on Opportunity stages tab of CRM config screen

 crm opportunity stages

To delete one simply click on the cross

crm manage

To edit one, click on the probability icon you would like to edit and set the stage name that suits you best.

crm managing oportunity stages

To set a default opportunity stage just choose one from the dropdown. The default stage will be ticked.

crm