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Getting started

Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company


Sales Stages

To set up sales stages please follow the steps shown below.

Step 1 - Click on Settings as shown below

Step 2 - Click on Manage Sales Stages

Step 3 - Click on Add Sales Stage

Sales stages used in order view page can be customize and added in this module. To manage sales stages, -click Settings > Manage Sales Stages as shown above.

To Create Sales Stages

  1. Click Add Sales Stages
  2. Fill in information
  3. Click Submit

To Edit Sales Stages

  1. Click Edit Icon
  2. Update information
  3. Click Submit

sales_stages.txt · Last modified: 2019/02/28 13:20 (external edit)