FreeAgent CRM is completely customizable and this includes the different Sales Stages that exist within your Sales pipeline, but not only that, since you can create your own Stage type field, you can have stages in all your Apps.
User Permissions: Only Administrators and App Admins can customize Sales Stages.
In this tutorial, we will cover the following topics:
- Define your Stages
- Navigate to Choice List
- Navigate to Form Fields
- Create a New Stage Field
Define your Stages
Defining your Sales Stages is really important as it will allow you to know how likely it is for you or for a team member to close a deal, identify those deals that need a bit more work or those that are pretty much closed.
You will need to create a Choice List before you can create your field.
Navigate to Choice List
Open the menu and go to 'Admin Settings' to display the available options, then click App Setup. Then select your desired app and click on 'Choice List'. You can also use the search function to get there faster, just start typing 'Choice List'.
Create a Choice List
Make sure you create a new Choice List that includes all the Stages you will need for your field. To learn more about how to create a Choice List, please visit the following tutorial.
Navigate to Form Fields
Now that you have created your Choice List, open the menu and go to 'Admin Settings' to display the available options, then click App Setup. Then select your desired app and click on 'Form Fields'. You can also use the search function to get there faster, just start typing 'Form Fields'.
Note: Each App can only have one Stage Field.
Create a New Stage Field
Once you have the choice list created you can create your Stage field.
Give your field a Name and if desired add a Field Hint. Then select Stage as type and then make sure you select the Choice List you just created under Choice List.
Other configurations available for this field type are:
- Full Width. When enabled, if the 2 column layout is selected for the App, this field will take the full width of the information panel and/or form.
- Lock after Create.