1. Click on Company Settings
2. Click on Deal Stages
3. Click on Project Complete
We'll need to re-number each stage's Sort Order, before we begin. We will number them by 10 starting with 100, 90, 80,...
*Be VERY careful not to delete stages and be sure you are going in order from bottom to top.
4. Type "100"
5. Click on Save
6. Click on Project In Progress
7. Type "90"
8. Click on Save
9. Click on Project Scheduled
10. Type "80"
11. Click on Save
12. Click on Project Accepted
13. Type "71"
*We are numbering this one 71, because the next stage is also defaulted to 7 (in the Sales Pipeline.)
14. Click on Save
15. Click on Proposal(s) Rejected
16. Type "70"
17. Click on Save
18. Click on Proposal(s) Sent
19. Type "60"
20. Click on Save
21. Click on In Draft
22. Type "50"
23. Click on Save
24. Click on Estimate Scheduled
25. Type "40"
26. Click on Save
27. Click on Estimate Requested
28. Type "30"
29. Click on Save
30. Click on Warm Leads
31. Type "20"
32. Click on Save
33. Click on Cold Leads
34. Type "10"
35. Click on Save
➕ Adding the Custom Stage
36. Click on Add New Stage
37. Enter Sort Order numbered after the stage above it.
In this case, we are adding a stage AFTER Warm Leads (20) - So, we'll number this "21."
38. Enter Stage Name
39. Enter Stage Description
This could also merely be the same as Name.
40. Click on Save
💻 Add a Default Drip Sequence
*We need to add a sequence for automation, but we do not need to create drips.
41. Click on Drips
42. Click on PENDING SCHEDULE
43. Click on Add New Sequence
44. Type "Pending Schedule"
45. Click on Save
46. Your new custom stage is now available!
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