Last Revised: 08 Jul 2020 Written by Veloxity CRM Time Estimate: Less than 1 minute to read. Version 2.0
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.
From the Main Menu, click My Profile> CRM Setup > Sales Stages
- Click the row number of the Sales Stage where you want to add a TODO. This highlights the Sales Stage.
- Click Add TODOs.
- Click inside the box marked New TODO and enter your new TODO information.
- Click Save.