How can I customise my pipeline stages?

Customising your pipeline stages in JeffreyAI allows you to tailor the sales process to match your unique workflow. Follow these steps to adjust your pipeline:

1. Access the Opportunities/Pipeline Area: Navigate to the Opportunities section within JeffreyAI.
2. Click the Settings Cog: In the pipeline view, locate and click the settings cog icon. This will enable customisation mode for your pipeline stages.
3. Customise Stages: You can rename, add, or remove stages to fit your sales process. Adjust each field according to your needs.
4. Rearrange Opportunities: Once customisation is complete, simply drag and drop opportunities between stages to reflect their current status in your pipeline.

Note: Customising and managing stages effectively helps ensure your pipeline aligns with your business processes, enhancing visibility and control over each sales opportunity.

By following these steps, you can make sure your pipeline stages are optimised for your specific sales process.