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.
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
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
Now that you're in the CRM settings of TouchConvert, you can add an opportunity stage.
To add a new opportunity stage:
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.
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)
To edit an existing opportunity stage:
To delete an opportunity stage in TouchConvert:
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.
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.