FreeAgent CRM includes a set of predefined Sales Stages to help you get started faster. However, it is also possible to customize them to fit your current Sales process and have FreeAgent CRM work with you by adjusting to your needs.
Create new Sales Stage
To get started, click your portrait and then click Setup (1) and click the 'Add Set Sales Stages' (2) card.
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.
To create a new Sales Stage, click on the 'Add Sales Stage' button.
This will take you to the Create Sales Stages window.
Here you can give your Sales Stage a name, select its status, the forecast category, and the probability to win it expressed in percentage. If you would like to add more stages, just click on 'Add a row' and repeat the process.
The 'order' column indicates the hierarchy of the Sales stage. By editing the order number, you can rearrange them.
You can create as many Sales Stages as you need. To finalize, just click 'Save.'
Congratulations! Now that you have personalized your Sales Stages you are ready to set your Sales target and start creating deals.
To learn more about these subjects, please visit the following tutorials: