No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales

Missed out on the End of Year Sale? Buy in July to get a Get 30% off the 1st Year (Annual Subs. only)

Set up your Sales Pipeline

Setting up your sales pipeline is an important step in system customisation, so it works perfectly for you. Whether you want to add certain checkpoints in your customer acquisition process or simply want to rename the pipeline stages, so they match the definitions your business uses, the steps are easy.

Head to the main menu and scroll down to Admin. Then select Settings and finally Opportunity Settings.

To edit the sales pipeline, select Stage. Then click to add, edit or delete items in the list. Make sure you tick the Active box to ensure your choices are visible for selection throughout the system (untick this box to hide choices).

 

We’ve made a training video on this process so if you’re stuck, watch it below. 

First Name*:
Last Name*:
Email1*:
Phone (Work)*:
Is there anything else we can help you with:
174 queries in 0.380