DEALERSIP User Manual

Deal stages represent the pipeline or progression of a sales deal within your CRM. Each stage helps you understand where a deal currently stands—whether it's new, under review, in paperwork, sold, or lost.

Accessing the Deal Stages Page

1. Go to CRM → CRM Lists from the sidebar.
2. Click the Deal Stages tab in the header bar to view existing stages.

Adding a New Deal Stage

1. Click the + Deal Stage button in the top-right corner.
2. An Add Deal Stage window will appear with the following fields:
   • Deal Stage Name – The name to identify the stage (e.g., Customisation, Paperwork).
   • Position – Numeric order that defines where this stage appears in the sales pipeline. Lower numbers appear first.
   • Consider as Closed Stage – Select Yes if this stage marks a deal as closed (e.g., Sold or Lost).
   • Header Background – Select a background color for the deal card in Kanban view and badge in table view.
   • Header Font Color – Choose the font color to match or contrast with the background.
3. Click Save to add the stage.

Editing or Deleting a Deal Stage

• Hover over any deal stage in the list.
• Click the Edit icon to change stage name, position, color, or status.
• Click the Delete icon to remove a stage (available only for user-added stages).

Color Coding & Positioning

Deal stage badges in the grid view adopt the colors defined here. You can customize these for visual clarity—for example, use green for Sold, red for Lost, and blue for New stages. The Position field helps you sort the stages in your pipeline flow.