The Sales process of your business changed, so now what? Quite simple, just edit your Sales Stages to fit your new process and you are all set.
Edit Sales Stages
To get started, click your portrait and then click 'Settings' (1) and click 'Sales Stages' (2).
FreeAgent CRM comes with a set of predefined Sales Stages designed to help you set up your account faster. However, it is possible to change, delete, or create completely new ones.
Click on the checkbox to the left of the stage, then click 'Edit.' You can edit multiple Sales Stages at once.
Proceed to make the required changes and click 'Save' to finish the editing process.
Well done! That's how quickly you have edited your Sales Stages.