Accessing Prospects Settings
Go to Settings from the main menu
Under the People section, select Prospects
Pipeline Stages
Pipeline stages define the steps a prospect moves through in your sales process. Each stage is displayed in the table with the following details:
Column | Description |
Name | The name of the pipeline stage |
Has date | Whether the stage requires a date to be recorded |
Employee assigned | Whether an employee is assigned at this stage |
Action | Options to edit or delete the stage |
Stages marked as Default are pre-configured stages included with the platform. The default stages are Follow Up, Meeting Booked, Contacted, Conversion, and Disqualified.
To search for a specific stage, use the Search stages bar at the top right of the table.
To add a new pipeline stage, click + Stage.
To edit or delete an existing stage, click the three-dot action menu in the Action column beside the relevant entry
Prospect Tags
Prospect tags allow you to categorise prospects and associate them with specific pipeline stages. Each tag is displayed with the following details:
Column | Description |
Tag name | The label used to identify the tag |
Stages | The pipeline stages the tag is associated with |
Action | Options to edit or delete the tag |
To search for a specific tag, use the Search tags bar at the top right of the table.
To add a new tag, click + Tag.
To edit or delete an existing tag, click the three-dot action menu in the Action column and select Edit or Delete.