The Opportunity Stage Master in DreamzCMMS helps manage sales stages by allowing users to define stages with a unique code, name, probability percentage, description, and status. It organizes the sales process, enables customization, and improves forecasting through probability tracking, enhancing sales pipeline management.
Here is a reference video:
From the menu click on Settings and then click All Settings.
At the Settings page, scroll down to CRM and then click on Opportunity Stage Master.
Upon clicking, the following master page will appear.