Shared guide

How to customize your pipeline stages

Step-by-step guide covering: Click the CRM icon; Click the Deals link; Click the DocuFast Sales Pipeline; Click the Edit pipelines option.

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·13 steps·5 views·Published
Guide Video
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Step-by-step Guide13 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Deals link

    Click the Deals link
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  3. Click the DocuFast Sales Pipeline

    Click the DocuFast Sales Pipeline
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  4. Click the Edit pipelines option

    Click the Edit pipelines option
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  5. Click the Add stage button

    Click the Add stage button
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  6. Type 'Closed Won' in Add stage name

    Type 'Closed Won' in Add stage name
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  7. Click the 20% probability value

    Click the 20% probability value
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  8. Click the Won (100%) stage

    Click the Won (100%) stage
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  9. Click the Add Stage button

    Click the Add Stage button
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  10. Type 'Closed Lost' in Add Stage Name

    Type 'Closed Lost' in Add Stage Name
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  11. Click the 20% probability field

    Click the 20% probability field
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  12. Click the Lost percentage option

    Click the Lost percentage option
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  13. Click the SaveLoading button

    Click the SaveLoading button
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