Configure phases and checklist items for the sales funnel
Each company type has its own sales funnel with phases and tasks. Click a type to view and edit its funnel.
Customize the display name for each sales funnel phase.
Select a phase to view and edit its checklist items.
Tasks assigned to contacts with this company type as their primary.
This will show as a tooltip or expanded info when viewing the task
Configure universal phases and tasks that can be applied to any company type
This will copy the Master Template's phase names and tasks to this company type.
When task "" is completed
Select an action type to configure