A Sales Stage represents the specific stage of progress for an opportunity within the sales cycle.

Typically, deals with high values require multiple stages before they are finalized. It is necessary to cultivate and develop high value opportunities over time in order to successfully close a sale.

You have the ability to create sales stages and choose the appropriate stage for each opportunity. As you nurture the opportunity, you can update its stage accordingly. This feature allows you to have a clear overview of the number of opportunities in each stage.

1. Pre-requisite

No Pre-requisite required

2. How to Create a Sales Stage

To create a new Sales Stage go to

Admin > App Settings > Sales Stage