Stages

Stages represent the phases an opportunity moves through in the sales process. Assigning a stage to each opportunity makes its current position in the pipeline visible and helps teams follow its progress.

Figure 1. Opportunity pipeline stages

In this guide

• View the Stages list
• Create a Stage
• Configure stage details
• Manage an existing Stage

General workflow

1. Open CRM → Configurations → Stages.
2. Review or search the stages already in use.
3. Select New Stage.
4. Enter its name, order, requirements, and pipeline settings.
5. Select Create to save it.

View the Stages list

Go to CRM → Configurations → Stages. The list displays the registered stages. From here, you can create a stage or open an existing one to view, edit, or delete it.

Figure 2. Stages list

List tools

Tool	What it does
Search	Finds stages using the available search criteria.
Records per Page	Sets how many stages appear on each page and lets you navigate through the results.

Create a Stage

From the Stages list, select New Stage. Complete the form and select Create to save the new stage.

Figure 3. Stage creation form

Configure stage details

General

The General section defines the stage's name, position, and requirements.

Field	What it defines
Name	Name of the stage.
Sequence	Order in which the stage appears in the pipeline.
Requirements	Description or requirements associated with the stage.

Configuration

The Configuration section defines how the stage is treated in the pipeline.

Setting	What it does
Won Stage	Identifies the stage as a won outcome.
Lost Stage	Identifies the stage as a lost outcome.
Rotting Days	Number of days without activity before an opportunity in this stage is considered stalled.

Save the Stage

Action	Result
Create	Saves the stage.
Create & Create Another	Saves the stage and opens a new form.
Cancel	Closes the form without saving.

Manage an existing Stage

After creation, the stage appears in the Stages list. Open the record or use the available actions to view, edit, or delete it.

Figure 4. Created Stages

View a Stage

Select View to see the stage's general information and configuration.

Edit a Stage

Select Edit to open the form with the stage's existing information. Make the necessary changes and save them.

Delete a Stage

Select Delete to remove the stage. Once deleted, it no longer appears in the Stages list.