Use our simple in-app walkthrough to customize your Opportunity sales stages. To find the walkthrough, click the gear icon at the top right. Then choose ‘Basic Sales Setup’ and select Set Up Your Team’s Sales Process in the Further Setup box.
Follow the flow to update your Lead and Opportunity sales stages.
You can do even more customization to map Leads and Opportunities to your sales process in order to track your deals from prospecting to close.
In this video, you will learn how to: