Frequently asked questions
Sales pipeline stages settings
Each stage of the sales process has a period within which scheduled tasks should be completed. To set the milestone for each stage, you need to follow these steps:
1.Click on system settings;
2.Select Sales pipeline;
3.Choose sales pipeline you want to edit;
4.In opened up form select needed stage and press edit.
5.In field “after how many days report about unchanged stage” write number of days and press save.