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How to define sales stages

Legrand Cloud CRM enables you to define each sales stage of the pipeline to suit your business processes. Simply click on ‘Define Stages’ in the top right corner. 

You can edit the default stage names by clicking on the notepad icon. Alternatively, click the red minus icon to remove the sales stage entirely. To add a new stage, click Add New Stage’ and enter a name for the stage. 

Click Save’ after you finish configuring your pipeline, then simply click Close’

Updated on 2 November 2022

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