CRM Sales Stages

CRM Sales Stages are the sequence of steps you will go through in making a sale using your CRM. For example, New Lead, Qualified, Won. These steps appear as a dropdown list when you create an opportunity in the ‘Status’ box.

You can create as many steps in your sales process as you need by adding values to the OpportunityStatus in the Custom Dropdown Lists.

As your opportunity moves through your sales pipeline you can update the status of the CRM sales stages and this will be recorded in the opportunity history.

Customise your CRM Sales Stages