Customize Your Company's Opportunity Pipeline

Customize Your Company's Opportunity Pipeline

Mobile App

  1. Along the bottom bar, select More tab indicated by three dots
  2. Select Company Settings
  3. Tap Opportunity Settings
  4. Tap Add New Status
  5. Fill out form
    1. Label: Add a title to your Status
    2. Stage: Link the Status to a Stage
    3. Default: Select if this Status is the default 
    4. Select Icon: Pick an icon that matches the status
  6. Tap Create



Browser App

  1. Along the left-hand bar, select Company Settings, indicated by the "building" icon
  2. Click Opportunity Settings
  3. Click Add New Status
  4. Fill out form
    1. Label: Add a title to your Status
    2. Stage: Link the Status to a Stage
    3. Default: Select if this Status is the default 
    4. Select Icon: Pick an icon that matches the status
  5. Click Save



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