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Opportunity stages establish where in the sales process the opportunity type is.


Accessing the Opportunity Stages Page

  1. From the Ubersmith Dashboard, click Settings.

    The Ubersmith Settings page appears.
  2. From the Sales & Orders - Sales section, click Opportunity Stages.

    The Opportunity Stages page appears.

Completing the Add Stage Page

  1. Click Add Stage.

    The Add Stage page appears.
  2. In the Name field, enter the name of the opportunity stage.
  3. Click Save or Save & New.
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