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.