How to Setup Potential Stage?
Follow these simple steps;
- Go to Setting > SimpleCRM
- Click on tab Potential Stages
- You can modify or remove the existing stage.
- 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)

- 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.