Deal stages show the different progress stages of each Deal, from opening all the way to closing. In addition, if you have multiple Trade Types in Raynet, it is possible to create different stages for each trade type. You can then see an overview of the Deals with open stages on the Business Board.
Adding Deal Stages varies depending on whether you use Trade Types or not. In this article, we will show you both of these options.
Adding a new deal stage
If you do not use Trade Types, editing Stages is simple. It can be done directly in the Stage drop-down list » Edit Items.
A window will appear in which you Add Another Item and then use the gray dots to place it where you need it to be. You can further edit the stage by setting the probability of success and the color.
Editing stages for multiple trade types
If you use Trade Types in Raynet, you need to go to Settings to edit Deal stages.
Select Record Settings » Deal
On the General settings tab, continue to Trade Types » Edit Settings.
To edit Stages, click the pencil icon next to the Trade Type you want to set it up for. You can edit a stage, invalidate it, delete or add it. Save the changes.