What is a site stage?
A stage represents the steps that you take towards a deal. When you first view the new Sites Area you will notice that we've set up default stages for your guidance. These are: Site Saved, Opportunity, Letter Sent and Deal Completed. You can create as many stages in your pipeline as you like.
Each stage has a colour which is associated with it so when you're in map mode, the site outlines will be coloured according to the 'stage' they are at.
Why use stages?
Stages give you a visual representation of where your interests are and using it allows you to easily spot areas you could potentially expand into and where you still need to close deals, for example. You're able to view all the sites within the various stages of your pipeline all in one place.
Categorize, manage and assign them with ease!