At FreeAgent CRM we understand that each sales process can be different, so you have the option to delete the existing Sales Stages, so that you can create your own, according to the needs of your business. You can get started with the predefined Sales Stages or customize them to fit your current Sales process. You can also delete one or all Sales Stages and create those that suit your Sales process.
Delete Sales Stages
To get started, click your portrait and then click 'Settings' (1) on the menu to the left 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 delete them.
Click on the checkbox to the left of the stage, then click 'Delete'. You can delete multiple Sales Stages at once, by clicking on multiple checkboxes.
All deals assigned to that Sales Stage need to be updated, so before deleting, select one of the other Sales Stage to do so, and click 'Delete.'
The Sales Stage will be deleted, and the existing deals' Sales Stage will be updated to the selected one.
Perfect! Now that you have deleted Stages of Sales, you create new ones based on the needs of your business.