Setting up your Sales Stages is essential to every business. Every business is different and it is important to take some time to set up your sales stages in a way that is just right for you. It is super easy to Add, Edit or Delete inquiry and booking stages in the system.

5-Minute Video

💡 You can come back and update your stages at any time. If you are doing a mass import of inquiries and bookings, the stage names on the inquiries and bookings must match the stage names you have set up here.