User & Admin Learning Support & FAQs Product updates Forums

What to do when newly created "Sale Stage" is not visible in SuperOffice CRM?

Updated on 30 Nov 2021

I have created a new list item for Sale - Stage but it is not visible in SuperOffice CRM when I create a new project. Why does it happen and how can I get it visible?

To create a new Sales Stage you need to create a new item in Sale Stages in Settings and Maintenance and also link it to Sale Type. To learn how to do it follow the steps below:

  1. Log in to Settings and Maintenance.
     
  2. Click on Lists (1), select Sale - Stage (2) from the selection list, and click on +Add (3).


     
  3. Fill in the Sale Stage (1) name and Probability (2) of the sale to be closed if it reaches this stage, Description (3), and click Save (4) to finish.


     
  4. Then select Sale-Type, Stages, Quote (1) from the selection list, and double click on the Sale Type (2) to which you want to assign the sale stage that you created.


     
  5. In the tab Stages (1) select the new Stage (2) you created and click Save (3). This will make a new stage visible under this sales type in SuperOffice CRM.


More information:

FAQ: How to edit a list item in SuperOffice CRM

FAQ: How to create a new sale in SuperOffice CRM?

Video: Sales Management with SuperOffice CRM – SuperOffice 8

Video: How to edit a list item in SuperOffice CRM – SuperOffice 8

In this article