Map opportunity stages

To sync data between the platforms, VOGSY needs to match its opportunity stages to those of the CRM.

  1. Go to the Opportunity stages back office module and make sure the list is accurate. You can archive or restore stages, or you can create new stages.

  2. Go to the CRM setup section of the Setup assistant and click Map opportunity stages.

    The Opportunity stage mappings screen displays all of the VOGSY opportunity stages in one column and in the second column it allows you to match the VOGSY opportunity stage with an opportunity stage from a list that was imported from the CRM.

  3. For each CRM opportunity stage, decide if you want VOGSY to create an opportunity in VOGSY at that point. If so, select the Sync opportunities checkbox for that opportunity stage.

  4. Return to the Setup assistant.