Define stages for prospects

Stages in Outplay are like Salesforce status fields: they show where your prospect is in your sales process. Using stages helps your team take the appropriate actions to engage a prospect through your sales process.

You can define the stages that work best for your sales process in the Stages screen.

Note: You must be an Admin to define prospect stages.

1. Click the user menu, and click Settings.

2. Click Stages.

Add a prospect stage

To add a prospect stage:

1. Click Add Stage.

2. Type a Name to describe the stage

3. Click Save.

Rename a stage

To rename a stage:

1. Click the options icon next to the stage you want to rename.

2. Click Rename.

3. Type the new Name for the stage.

4. Click Save.

Change the order stages appear

You can change the order stages appear in lists to better reflect your process. To move a stage up or down in the list:

1. Click the options icon next to the stage you want to move.

2. Click either Move Up or Move Down.

Delete a stage

To delete a stage:

1. Click the options icon next to the stage you want to delete.

2. Click Delete.