Managing Stages in a Pipeline

Stages in Sales Pipelines tells you where your deals/leads are standing. TeamWave gives you the flexibility to add as many stages you require and configure them as per your Sales Requirments.

Adding new stages to a Sales Pipeline

  • Navigate to CRM Settings
  • Go to Pipeline page
  • In a pipeline, Click on 'Add New Stage'
  • Enter Stage name and Click 'Enter'
  • The new stage will be added to the Pipeline

Changing order Stages

  • If you want to change the order of the stages, you can drag and drop stage as per your requirements.

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