Last Revised: 08 Jul 2020 Written by Veloxity CRM Time Estimate: Less than 1 minute to read. Version 2.0
When setting up your Veloxity CRM system, configure Sales Stages to match your business process.
From the Main Menu, click My Profile> CRM Setup > Sales Stages
- Click Add Sales Stage to add a new sales stage.
- Click inside the box marked New Stage and enter name Sales Stage Name.
- Enter probability. (Visit Sales Stage Probability for more information.)
- Click Save.
- Fix Sales Stages to update Sales Stages in the System. See Fix Sales Stages.