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 Add New Sales Stage to add a new sales stage.
- Click inside the box marked New Stage and enter name Sales Stage name.
- Enter probability. (See Sales Stage Probability below for more information.)
- Click Save.
- Fix Sales Stages to update Sales Stages in the System. See Fix Sales Stages.