How to Add, Re-Order, Edit and Delete an Opportunity Stage

If you're using TouchConvert for CRM, a great place to start is by setting up your opportunity stages. TouchConvert comes with four pre-fabbed (generic) opportunity stages > Prospecting, Estimate, Negotiation, Qualified. But every industry and company is different, so we've made it really easy for you to go in and edit your opportunity stages, add additional opportunity stages, delete opportunity stages and re-order opportunity stages. This how-to article gives you step-by-step instructions on how to accomplish that.

Navigating to Your Opportunity Stages

Once you've logged into TouchConvert (app.cmobuddy.com) - you'll be faced with your dashboard. In the right-hand panel, underneath 'Admin' click on Settings

Navigating to Your Opportunity Stages | TouchConvert

Navigating > CRM

Once you get into your Settings, you'll want to look to the right-hand menu again. In the right-hand menu click on CRM

Navigating > CRM | TouchConvert

Adding an Opportunity Stage

Now that you're in the CRM settings of TouchConvert, you can add an opportunity stage.

To add a new opportunity stage:

  1. Click on the green plus sign.
  2. A new box will populate, in that box you will want to type the name of your new opportunity stage.
  3. Once you've named your opportunity, click Add

You now have a new opportunity stage added into TouchConvert. Is it not in the order you want? Continue reading to learn how to re-order your opportunity stages.

Adding an Opportunity Stage | TouchConvert

Re-ordering Opportunity Stages

If you find that after adding in an opportunity stage, that they are no longer in the order in which you flow through, we've made it easy to re-order them. Check it out:

1. On the CRM Settings page under Opportunity Stages: Click on the four arrows next to the opportunity stage you'd like to re-order and drag it (up or down) to it's new place in your sales cycle.

Once you have reordered your opportunity stage, it saves instantly. (A black bar will show up at the top of your screen confirming the re-order)

Re-ordering Opportunity Stages | TouchConvert

Editing Existing Opportunity Stages

To edit an existing opportunity stage:

  1. On the CRM Settings page under Opportunity Stages: Click on the Green Pencil that is to the right of the opportunity stage name.
  2. Type in the text box any edits you have to the opportunity stage name
  3. Once you've edited the opportunity stage name to your liking, click Save

 

Editing Existing Opportunity Stages | TouchConvert

Deleting Opportunity Stages

To delete an opportunity stage in TouchConvert:

  1. On the CRM Settings page under Opportunity Stages:  click on the green pencil next to the opportunity stage you want to delete.
  2. Click on Trash
  3. A window will pop up asking you to confirm the deleting of this opportunity stage. Click 'Yes'.

Please note: If you've already assigned opportunities to certain opportunity stages, it will not allow you to delete them. You will need to go to the opportunities you have in that stage and move it to a different opportunity stage.  

 

Deleting Opportunity Stages | TouchConvert

There you have it. That is a "how to" on adding, editing, re-ordering and deleting opporunity stages in TouchConvert. Simple, right?

Are you still having trouble setting up your opportunity stages? Let us know - and we'll help you out.

Most Recent

How To Build an Email Campaign

By Olivia Justice
February 07, 2019 Category: Email Campaign

Below is a video and an article on building your own email campaign in TouchConvert. Below are Step by Step Instructions IMPORTANT: Make sure you added the DNS settings inside of your DNS manager to start to send emails. If you have not done this or get a message that mail cannot be sent from TouchConvert, this is because your DNS settings have not been added. Simply contact us to get the settings if need be. Email campaigning is used for news and informational events that need to be released on a very specific date and time. For example you could use this feature to create news letters, announcements to certain groups of customers and even invitations and surveys. Click on Email Campaigns to start to build a campaign. Email Campaign Overview Once you are inside of your campaign you should see a list of campaigns that youve already created. If this is your first time in this area then it will be blank. To add an email campaign click on the Plus button. To edit a campaign

Adding Tags on Customers for Sorting

By Dan Carbone
November 16, 2017 Category: Learning

This article covers the proceedure for adding tags on customers records so that you can sort by them and export them into lists. Login to TouchConvert Login to TouchConvert and click on Settings Zoom Contact Attributes Click on Contact Attributes to add new Contact Field Zoom Add a new Field Click on the green plus button to add a new field. Zoom Name the Field Give the new Field a name, such as Tags. You can add other customer Contact Attributes here as well. Zoom New Tags Field is added Now you should see a new Tags field. Zoom View any contact you have Click on View next to any contact to see new field. Zoom New Tags Field Youll see your new input field in the contacts area. Zoom Type your Tags Type as many tags for this customer that you need. You dont need to use a comma if you dont want to. These will become search filters later. Zoom Go to Contacts Zoom Turn on the Tags Field Once you

How to Schedule out Facebook Posts

By Olivia Justice
October 23, 2017 Category: Social Media

Before you can schedule out your Facebook posts with TouchConvert, you will need to connect your Facebook to TouchConvert. Keep reading to learn how to connect your Facebook to TouchConvert: Connecting Your Facebook to TouchConvert Once you are in social you have three networks to start with. The way this area was built is you can create one message and then deploy it to all networks without the need to rewrite it. See the following pages as an example. 1. Connecting to Facebook 1. Click on the Facebook button You will be greeted to your Facebook login. Type your username and password. Click Login at the bottom (You do not need to check-off Keep me logged in). Choosing the Correct Facebook Profile Once you are logged into Facebook. You should see a dropdown with the option to pick your Facebook Profile. If you are a business you will want to consider having a Facebook company page rather than your My main profile page. The reason for this is because

Virteom Logo
TouchConvert is a product of Virteom LLC. For more information on Virteom click here.
Have A Question?