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Customise your sales lists

Updated on 20 Oct 2021

SuperOffice CRM is designed to support the sales types common for most businesses, yet there are still some companies that may want to create their own. Learn how to edit your sales lists in this how-to guide.

Depending on the type of business your company is in, you can tailor the system by creating the sales lists you need.

Customise the sales lists

For example, you can customise all the main categories to reflect the sales stages you use in your sales process. You can also add new ones or deactivate the unnecessary categories. There are, by default, several items in the lists.

Have a look at the following lists, to see whether you want to change them or not:

  • Sale Source,
  • Sale Stage,
  • Sale Type Category,
  • Sale Type, Stages, Quote.

Watch this video to see how you can edit your sales lists to make them fit the way you work (video length - 2:05):

 

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