How to Create and Edit a Stage

Let’s start with creating a stage. The word “stages” itself defines the number of steps that deal with the completion of processes, or in other words, we can conclude that the actions which lead to the closure of sales.

For instance, the stages can be defined as “Need to contact”, and “Currently in Contact”. For the creation of stages, click on “Add Stage” in the uppermost left corner.

• Go to Aritic dashboard >>Settings>>Sales Settings.

• Select the Stages and Click on it.

• In Add Stage add the name and choose the Pipeline.

• After selecting Pipeline, you have to click on the Pipeline according to your requirements.

In Aritic PinPoint, you can edit the stage in a hassle-free manner, after you have created it. You can even delete the stages according to your requirement.