Create and Manage the Phases that your Opportunities go through.
Add a Sales Phase
Follow the steps below to add a new Sales Phase category:
1. Click on User Name.
2. Select Settings.
3. Click on Sales Phases.
4. Click the + New Sales Phase button to open the input screen.
5. Enter the Name, Code, Description, Default Length, Default Probability, and choose if you would like to set this as the Default or not.
6. Click Save to retain the changes or Cancel to discard the changes.
Note:
The Edit screen will be similar to the Add Screen but will allow you to set the item as Active/Inactive & Delete the item.