The Deal Stages feature in WeekMate CRM allows you to customize the stages of your sales pipeline to match your organization's sales process. You can add new deal stages, review the existing pipeline, and customize stage labels to improve visibility and deal tracking.
Keeping your deal stages up to date helps your sales team monitor opportunities more effectively and maintain an organized sales pipeline.
Before You Begin
Before modifying deal stages, make sure:
You are logged in to your WeekMate CRM account.
You have permission to access Settings and manage deal stages.
You have identified the stages required for your sales process.
Steps
Log in to your WeekMate CRM account.
Navigate to Settings.
Open Deal Stages.
Review the existing stages in your sales pipeline.
Click Add Deal Stage to create a new stage, if required.
Enter the required stage details.
Enable or disable Colored Stage Labels, if desired.
Review the updated pipeline configuration.
Click Save to apply the changes.
Your deal stages will be updated successfully and will be available throughout your sales pipeline.
Video Tutorial
Watch the video below for a complete walkthrough of modifying deal stages in WeekMate CRM.
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