Last Revised: 14 Feb 2020 Written by Veloxity CRM Time Estimate: Less than 1 minute to read.
TODOs, or Guided Sales, are steps you can add to a Sales Stage to further customize and guide the workflow.
TODOs match your sales process and further define what needs to be completed at each Sales Stage before advancing to the next Sales Stage.
Add TODOs to individual Sales Stages to guide the sales process.
My Profile > App Setup > CRM Setup > Sales Stages
Click the row number of the TODO to be removed.
- Click Save.