How to Setup Potential Stage?

Follow these simple steps;

1. Go to Setting > SimpleCRM
2. Click on tab Potential Stages
3. You can modify or remove the existing stage.
4. You can re-arrange the sequence of the Potential Stages by drag and move up or down the icon 3 bars (check the image below)
5. You can also add a new Potential Stage. Click Add Stage button on the page and click on Save Stage button in the pop up after you finish entering the new status.