As you process deals through your sales pipeline, you can define stages along with probability to close. Only administrators are able to change stages.
When your Fuseboard account is setup, we default a few stages. The stages are sorted by probability. You can easily add, change or remove stages.
- To add a stage, enter a stage name and probability in the text boxes and click the Add Stage button.
- To change a stage, click the text for stage name or probability and make the desired changes. The changes will save automatically.
- To delete a stage, click the delete icon to remove the stage.