Deal stages are created and edited when creating the Sales Funnel object. Each sales funnel can have its unique deal stages. To learn more, see the respective Help section.
Note, that sales funnel stages are configured by the system administrator for each deal type in the Deal Type object. Later on, depending on the selected deal type, the system will automatically link the type with the stages of a certain sales funnel.
When creating a deal, the user has to select its stage manually.
To change a deal stage, click Change Stage in the toolbar of the deal page (fig. 1).
Fig. 1. Deal page. Change Stage button
In the opened window (fig. 2), fill in the required fields and click Set.
Fig. 2. Changing a deal stage
New Stage – select the deal stage.
Comment – add a comment to the new stage. The comment will be displayed on the history panel, on the deal page.
Short Status – a brief description of the deal stage. This status is displayed on the deal page. You can also add a short status when changing the deal status.
