You can manage your sales workflow inside Atlas CRM.
To find the sales configuration:
- Log in as an Administrator.
- Open Atlas CRM.
- Navigate to Settings in the sidebar menu.
- Open the Sales configuration page.
All sales in Atlas CRM make use of the same currency. The default currency is USD. You can select another currency in the sales configuration.
The sales funnel consists of several stages. You can change the stages of the funnel to match with your sales workflow.
You can add up to 20 stages to the sales funnel. Each stage should have a clear title that your sales team understands.