Quick Start Videos: Web App Setup Guides

Find all the information you need to set up your SPOTIO account in these videos.

Web App Setup: How to Create your Custom Stages

Trey Gibson
Trey Gibson
  • Updated

Creating Your Sales Pipeline

Your Sales Pipeline with Custom Stages is the backbone of success for your Field Reps. In this 3 minute video, learn about the best practices for a SPOTIO pipeline, then watch the next 2 minute video to learn the step-by-step way to setup your Custom Stages.

This video teaches you how to set the Stages for your Sales Pipeline. Stages are the foundation of visibility into your sales activities, letting you get an at-a-glance view of where each of your leads live inside your sales process. For written instructions on how to create those Stages, click HERE.





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