Stages

Managing the stages for opportunities

Overview

The Stages tab in the CRM Module allows network admins to manage the progression of sales opportunities. From this section, admins can view, edit, reorder, and add opportunity stages to match their organization’s sales pipeline.

Admins can:

• View and manage the list of all opportunity stages.

• Reorder opportunity stages via drag-and-drop.

• Edit labels for pre-shipped (default) stages.

• Create custom opportunity stages tailored to your business.

• Remove unused or outdated stages with a reassignment step to prevent data loss.

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Opportunity Stages List

• Stage Display: Shows all opportunity stages currently configured for the domain.

• Reorder: Use drag-and-drop to arrange stages in the preferred sequence. This impacts how stages are displayed in the User Portal.

• Edit Pre-shipped Stages: Click Edit next to a stage to rename it.

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Stage Actions

Each stage includes action options:

Edit: Modify the stage name.

Remove: Permanently delete a stage from the domain.

When removing a stage, admins must select a replacement stage to transfer all associated opportunities. This prevents any opportunity from being left unassigned.

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Adding a New Opportunity Stage

To create a new opportunity stage:

1. Click the + Add a new Opportunity Stage link at the bottom of the stage list.

1. Enter the desired name in the Stage Name text box.

2. Click Add to save the new stage.

3. Optionally, drag-and-drop the new stage to position it appropriately in the list.