Customize a sales stage
Create a new sales stage
- On the Customer Manager Tools menu, click Options.
- Click the Opportunities tab.
- Click New.
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Type the required information.
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Click OK.
Modify a sales stage
- On the Customer Manager Tools menu, click Options.
- Click the Opportunities tab.
- In the Sales stages list, select the sales stage that you want to modify.
- Modify the information.
- Click OK.
Delete a sales stage
- On the Customer Manager Tools menu, click Options.
- Click the Opportunities tab.
- In the Sales stages list, select the sales stage that you want to delete.
- Click Delete.
- Click OK.