Skip to main content

Opportunity Stages

Opportunity stages in Propflo refer to the different stages in the sales or lead management process that a potential customer or lead goes through. These stages allow you to track and manage the progress of leads and deals, from initial contact to closure or loss.

 

  • Go to the 'Setting'
  • Under Data Management click on 'Opportunity Stages' icon 
  • Click on + Add New Stages, a side popup will appear

image.png

  • In the side popup there will be an option to input the name of the stage in the "STAGE NAME", and then select its color.

image.png

  • Under + Automation Task and Set priority for the assignee in defined timeline 
  • Clink On 'Save' to set that stage 

image.png

  • + Automation Stage sets the priority and will move that particular opportunity after that specific timeline gets over. It will then move to the changed stage in this automation.


     

    image.png

 

image.png

Back to top