Stages
Last updated
Last updated
Click on pipeline name
Click on + New Record Button
Enter stage name, sequence and show in pipeline for (Lead or Opportunity) and click on Save
Newly created stage added on top
You can choose to edit the stage that you have created.
To edit stage
Make the necessary changes and click Save
Stage once added can be deleted if no longer necessary
To delete stage
Give your confirmation in the pop up and the record will be deleted
Stage once added can be view
To view stage
You can see all details of stage
Click on the Action (3 vertical dots) for the record which you would like to edit and click the Edit button
Click on the Action (3 vertical dots) for the record which you would like to delete and click the Delete button
Click on the Action (3 vertical dots) for the record which you would like to view and click the view button
