Knowledge Base - Opportunity Stages

Not sure how to do something in TouchConvert? This is where we post 'how-to' guides, explainations and answers to our most frequently asked questions.


 

Category: Opportunity Stages

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

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

Posted By Olivia Justice
July 28, 2017 Category: How To, Opportunity Stages, CRM

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 > 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 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: Click on the green plus sign. A new box will populate, in that box you will want to type the name of your new opportunity stage. 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. Re-ordering Opportunity Stages If you find that after adding in an opportunit

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