Adding stages to the deals page in your system is essential for tracking the progress of your deals through various phases. Here’s a step-by-step guide on how to add stages to the deals page.

Step 1: Navigate to the Deals Stages Page

1. Login to your CRM system.
2. Go to the CRM System section in the sidebar.
3. Click on Deals to open the Deals page.

Step 2: Open the Add Stage Modal

1. On the Deal Stages page, click the Stage Configurations button located at the top right corner. This will open the Add Stage modal window.

Step 3: Fill in Stage Details

1. In the Add Stage modal, you will see the following fields:
   • Name: Enter the name of the new stage. This should be descriptive of the stage’s purpose (e.g., “Ready to Apply”, “Applied”, “Missing Documents”).
   • Color: Select a color to visually distinguish this stage from others. You can click on the color box to choose a color from the palette.

Step 4: Submit the New Stage

1. After entering the necessary details, click the Submit button to save the new stage.
2. If you need to cancel the operation, click the Cancel button to close the modal without saving.

Step 5: Verify the New Stage

1. The newly added stage should now appear in the list of deal stages on the Deal Stages page.
2. You can verify that the new stage is correctly listed with its name and color.

Additional Management Options

• Edit Stage: Click the edit icon next to a stage to update its details.
• Delete Stage: Click the delete icon to remove a stage that is no longer needed.
• Reorder Stages: Some CRM systems allow you to drag and drop stages to reorder them according to your workflow preferences.