How to Create Deal Stages

Introduction #

Deal stages in Cosmic CRM help you organize and track the progress of your deals through various phases of your sales pipeline. This guide will walk you through the steps to create deal stages that align with your sales process.

Prerequisites #

Ensure you have at least one pipeline created in Cosmic CRM before creating deal stages.

Steps to Create Deal Stages #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to CRM System
   • Once logged in, locate and click on ‘CRM System’ from the main menu.
3. Access CRM System Setup
   • In the CRM module, find and click on ‘CRM System Setup’.
4. Navigate to Deal Stages
   • Within CRM System Setup, click on ‘Deal Stages’.
5. Initiate Deal Stage Creation
   • Click on ‘create’ to start creating a new deal stage.
6. Enter Deal Stage Details
   • Deal Stage Name: Provide a name for the deal stage that reflects its role in the sales process.
   • Select Pipeline: Choose the pipeline to which this deal stage belongs.
7. Save the New Deal Stage
   • Click on the ‘create’ button to save the new deal stage.

Conclusion #

Creating deal stages in Cosmic CRM allows you to better manage and track your deals through various phases of your sales process. Follow these steps to set up customized deal stages that fit your business needs.