How to Manage the Stages of Your Sales Pipeline
- You move individual sales deals through different stages based on the progress of your negotiations with the customer.
- By default, you have four basic stages set up, which you can customize according to your needs.
- To manage the stages, use the Kanban view or a table view (coming soon).
How to Customize Sales Stages According to Your Preferences
- By default, there are four stages (Suspect, Prospect, Lead, Customer).
- It's easy to modify these stages; just follow this guide.