Sales stages allow you to identify the level of engagement a prospect has had with your sales team. You may define sales stages that match your business processes. Examples of stage may include hot, warm, cold and so on. You may customize these to meet your needs.
- Click Setup in the Navigation Panel
- Click Sales Stages in the Sales Funnel section
- Click the Add button
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- On the Add/Edit Sales Stage screen, enter a Name and Description for the sales stage
- Click Done
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NOTE: Sales Stages may also be added "on the fly" when creating a sales opportunity. |