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How do I customise my deal stages and add automation?

In this article we will explain how to change the deal stages and add in automations to reduce the admin work for your sales people.

  1. To customise your deal stages navigate to the cog in the top right
  2. Select sales and then deals
  3. In this window you need to select the applicable pipeline
  4. From here select the pipeline and you will be able to edit the deal stages
  5. In the win probability you will need to put the likelihood of a deal progressing to the next stage
  6. In the stage properties you will need to put the required properties for a deal to progress
  7. Once you have done this select the automations tab and choose the deal stage you want to edit
  8. On this section you can create a workflow to trigger specifically based on the actions in the deal stage

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