Configure prospect stages

Set customized stages according to your sales flow
Written by Upscale
Updated 10 months ago

Prospect stages allow you to gauge the current status of your prospects. Upscale provides you with a standard set of prospect stages that you can assign to your prospects. 

To set a Default stage, hover over the corresponding stage, click on the 3-vertical dots icon, and click on Set as Default. 

In addition, you can add custom prospect stages for more detailed and quality prospecting. 

Add a Prospect Stage

  • Go to Settings > Prospects 
  • Click on Add Stage
  • Enter a Stage Name
  • Choose a Color from the color palette
  • Click on Add

Edit a Prospect Stage

You can edit the name and color of any prospect stage as per your requirements.

  • Go to Settings > Prospects
  • Click on the pencil icon against the corresponding stage you want to edit
  • After making the necessary changes, click on Save

Delete a Prospect Stage

Before deleting a prospect stage, you must reassign the prospects (who are assigned to this stage) by mapping this stage to another existing stage.

  • Go to Settings > Prospects
  • Click on the trash icon against the corresponding stage you want to delete
  • Click on Yes in the confirmation pop-up

If the stage is being used in another part of the application, you will have to map it to another prospect stage before deleting it.

Related Articles

  1. Configure custom fields
  2. Change prospect stage
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