Work the deal, step 4
My process is not the standard one
bips helps by: Set up the pipeline stages and deal statuses you actually use.
Custom stages and statuses, part of the CRM
Define your own stages, statuses and defaults for new deals instead of fitting your process to a fixed list.
What you do
- Open CRM settings
- Edit pipeline stages and deal statuses
- Set defaults for new deals
In the app: CRM, Settings