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How to Add Deals Stages

Adding stages to the deals page in your system is essential for tracking the progress of your deals through various phases.
Here’s a step-by-step guide on how to add stages to the deals page.

Step 1: Navigate to the Deals Stages Page​

  • Login to your CRM system.
  • Go to the CRM System section in the sidebar.
  • Click on Deals to open the Deals page.

Step 2: Open the Add Stage Modal​

  • On the Deal Stages page, click the Stage Configurations button located at the top right corner.
  • This will open the Add Stage modal window.
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Step 3: Fill in Stage Details​

In the Add Stage modal, you will see the following fields:

  • Name: Enter the name of the new stage (e.g., Ready to Apply, Applied, Missing Documents).
  • Color: Select a color to visually distinguish this stage.
    second image

Step 4: Submit the New Stage​

  • After entering the necessary details, click the Submit button to save the new stage.
  • To cancel, click Cancel to close the modal without saving.

Step 5: Verify the New Stage​

  • The newly added stage should now appear in the list of deal stages.
  • Verify that the stage is correctly listed with its name and color.

Additional Management Options​

  • Edit Stage: Click the edit icon next to a stage to update its details.
  • Delete Stage: Click the delete icon to remove a stage no longer needed.
  • Reorder Stages: Some CRM systems allow drag-and-drop to reorder stages according to your workflow.