Last Revised: 14 Feb 2020 Written by Veloxity CRM Time Estimate: Less than 1 minute to read.
When setting up your Veloxity CRM system, configure Sales Stages to match your business process.
- Click the row number of the Sales Stage you want to move. This highlights the Sales Stage to be moved.
- Drag and drop the stage to the correct position.
- Click Save.
- Fix Sales Stages. See Fix Sales Stages.
Sales Stages must be listed in the order you want them displayed on the Opportunity Kanban.