Help / Renewals and sales

Can I rename the pipeline stages?

Yes. Under Admin, Renewals and pipeline, give each open stage your own name and the chance you give a deal at that stage of being won. Forecasts use your chances. Signed, lost and nurture keep their meaning.

More on renewals and sales

• How do renewals work?
• Where is my enquiry form?
• Can clients ask us for prices?
• How do I track prospects?
• What are market updates?

Not answered here? Contact us.