CRM · Guide 269 of 624
Sales stages
Sales stages describe the steps of your sales process in RockifyERP, such as Prospecting, Needs Analysis, Proposal and Negotiation.
How to do it in RockifyERP
- Search for Sales Stage and add your stages in order.
- Set the stage on each opportunity.
- View the pipeline report by stage.
Tip: Use the stages your team already talks about, so updating them feels natural.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.