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.
Click the user menu, and click Settings.
Add a prospect stage
To add a prospect stage:
Click Add Stage.
Type a Name to describe the stage
Rename a stage
To rename a stage:
Click the options icon next to the stage you want to rename.
Type the new Name for the stage.
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:
Click the options icon next to the stage you want to move.
Click either Move Up or Move Down.
Delete a stage
To delete a stage:
Click the options icon next to the stage you want to delete.