Customize the sales board

Adjust the phases of the sales board to suit your own sales process.

The following may be customized in the sales board:

  • The number of phases (steps)
  • The name of the phases
  • The images for each phase
  • The qualification for each step

Send an email to support@upsales.com to get started with the customizations!

If you want to change the images, please attach them (preferably in 100x100 pixels resolution) and a description of which image should represent which phase.

wk29_3.png

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