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 inside the Sales Stage box you want to edit..
- Edit your Sales Stage Information.
- Click Save.
- Fix Sales Stages. See Fix Sales Stages.