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 Lists
- Create a new Choice List
- Turn on 'Show Stage Progress
Define your Stages
Define the stages that you need for your sales funnel within your organization. This will need to be done first so that you can properly build your Choice List.
You will need to create a Choice List before creating your field.
Navigate to Choice Lists
Open the menu and go to 'Settings > Advanced > Choice Lists'.
Create a new Choice List
Click on 'Add Choice List'.
Make sure you create a new Choice List that includes all the Stages you will need for your sales process. To learn more about creating a Choice List, please visit the following tutorial.
Now that your Choice List is created we need to create a new 'Stage' Field for your application.
Navigate to Form Fields
Now that you have created your Choice List, open the menu and go to 'Settings > Apps'. Then select your desired app and click on either the 'Form Fields' or 'Form Builder' tab.
Note: Each App can only have one Stage Field.
Create a New Stage Field
If you're in the Form Builder tab click on the 'Add' button and select 'Add Field'. Then select the 'Stage' field type.
Now we need to configure our new Stage Field.
Give your Field a name. Ensure this is something your Sales team will recognize as part of the sales process.
Decide which section within your form you would like to add this field to.
3. Choice List
Here is where you select the Choice List you created earlier. To learn more about creating a Choice List see the following article:
Turn on 'Show Stage Progress
Navigate to the 'General' tab within your app settings.
Check the 'Show Stage Progress' box if you would like to see a visual representation of your records in the detailed view.
Here's an example of what this looks like when enabled. Here you can see the stage progress for this record within the Deals app.