How I do adjust the primary Deal or Project stages?  | Cloze, Inc.

How I do adjust the primary Deal or Project stages?

Cloze allows you to include or exclude an Active deal stage for Deals (or Projects). 

There are two options. You can track deals...

  1. only until they are won or lost, or
  2. until they are done (any delivery or services are completed)?

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

 

2.) Tap on Settings

 

Scroll down to the Customizations section and tap on Projects (or Deals or Sales or your custom label) to expand the section.

4.) Scroll down to the Deal (or Project) Stages section and tap on the dropdown to set your Stages.

  1. Potential → Won/Lost (Only track until Won/Lost)
  2. Potential → Active → Done/Lost (Track until delivery/service is Done)

Then when you view or create a new Deal (or Project) you will see your new Stage options.