Add a Stage
Last Modified on 08/13/2024 10:40 am MST
- To add a new stage, go to Sales > Pipeline
- Click "Add a Stage" start typing the name in the text box
- Click the Save button.
Keap Academy
For more on this topic, check out
this training from Keap Academy. Learn at your own-pace as experts walkthrough the set up and application of these features with context and strategic insight.