Last Revised: 18 Sep 2020 Written by Veloxity CRM Time Estimate: Less than 1 minute to read. Version 2.0
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.
You are looking at a screenshot demonstrating how to Edit Sales Stages:
Figure 1. Editing Sales Stages.