Step-by-Step Instructions
1. Open Opportunities and Access Settings
Click the Opportunities tab, then open the Pipeline Settings Menu where you can manage your sales process stages.2. Choose a Pipeline
From the settings menu, select the pipeline you want to customize. Then click the plus (+) sign to open the field configuration options.3. Customize Fields
Click on the Name field to edit the pipeline stage name. Add a description and adjust any other available custom settings as needed to clearly define each stage. You have successfully customized the fields in your default sales pipeline. Each stage is now clearly defined and tailored to your sales process.Best Practices
- Keep stage names simple and clear: Use short, descriptive labels like Prospecting, Qualified, or Negotiation.
- Match stages to your actual sales process: Align each stage with the real steps your team follows to ensure consistency.
- Use descriptions for clarity: Add short notes to explain what qualifies an opportunity to move to the next stage.
- Limit the number of stages: Too many stages can create unnecessary complexity. Keep only the essential steps.
- Review and refine regularly: Periodically assess if your pipeline stages still reflect your current sales process.