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Deal stages

Setting deal stages and fields 

All deals are displayed in the CRM by their stages. To select the stages and adjust their order for each deal, go to Main menu — Settings — CRM — Deals in the administration panel:

Here you can also create new types of deals and add stages to them:

as well as edit the existing deals and stages:

1 — add/edit fields in deal profile;

2 — add/edit fields in deal stage;

3 — add comments on each stage;

4 — tag stages with color;

5 — edit the name of a stage;

6 — delete stages.

Click "Stage fields settings" to adjust the fields in deal stage:

You must also see:

  • Adjusting profile fields

  • Deals by stages

  • Deal profile display modes

  • You may also be interested in: Filters and search tools

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    APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system