CRM: Learn How to Edit and Add Stages in the Sales Funnel

Keeping the stages of your CRM pipeline well organized and up to date is essential to ensure that the sales process accurately reflects the journey of your leads and customers. Over time, it is common to need to adjust stage names, add new phases, or adapt the pipeline to the current reality of the business. In this video, you will learn, step by step, how to edit the stages of an already created pipeline, whether to rename an existing stage or create new stages, in a practical way and without compromising the opportunity history. +

💡 Let's get straight to the point so you can keep your CRM always aligned with your sales strategy.

Check out the tutorial below: