The sales pipeline can be configured as per your organization’s sales process/terms used. In Zomentum, the first and the last stages of the sales pipeline can only be renamed since you need one entry stage 


  • Go to ‘Settings’ from the dashboard. 



 


  • Select the option ‘Pipeline Settings’ and click on ‘Configure’




  • Rename or rearrange the pipeline. 




  • You can delete a stage from the pipeline by clicking on the ‘Delete’ option. However, you need to select a different stage to which all the opportunities in the present stage should be removed. 






  • You can ‘Add a new stage’ depending on your organization’s sales requirements.