Sales settings
Set up the pipeline's stages and their probabilities, whether an approved quote marks a deal won, and the public lead form.
Updated
On this page
Settings → Sales is for owners and admins while RevoCRM is on.
Pipeline stages
The open stages a deal moves through, in order, each with a probability (0 to 100%). Rename, reorder, add (up to 12) or remove stages, then Save stages. A stage with open opportunities can't be removed until you move them; closed ones in it move to the first stage. Won and lost aren't stages.
Quotes
Mark an opportunity won when its quote is approved is on to start with. It applies when a customer approves a RevoPSA estimate linked to an open opportunity. See quotes from RevoPSA.
Lead form
Turn the public form on, pick who owns new leads, and write an optional introduction shown above the form. Copy the link for your website; Make a new link retires the old one. Changing the form also needs permission to change workspace settings. See the web form.