Customize a sales stage

Create a new sales stage

  1. On the Customer Manager Tools menu, click Options.
  2. Click the Opportunities tab.
  3. Click New.
  4. Type the required information.
  5. Click OK.

Modify a sales stage

  1. On the Customer Manager Tools menu, click Options.
  2. Click the Opportunities tab.
  3. In the Sales stages list, select the sales stage that you want to modify.
  4. Modify the information.
  5. Click OK.

Delete a sales stage

  1. On the Customer Manager Tools menu, click Options.
  2. Click the Opportunities tab.
  3. In the Sales stages list, select the sales stage that you want to delete.
  4. Click Delete.
  5. Click OK.