Where Can I Define the Stages Of Opportunity?

Note: Design/UI/Button/Terms might change in order to provide a better user experience. Users are suggested to read this article in order to have a basic understanding of the ORGTraq Software.

Step 1: From the left side menu bar select the “CRM” module and click on “Opportunities” from the menu dropdown. (CRM > Opportunities)

Step 2: You will be redirected to the opportunities dashboard. From the top menu bar click on “Define Stages”.

Step 3: Click on the “Add Stage” button from the top right corner.

Step 4: Fill in the stage name and the deal possibility percentage to add a stage in opportunity.