To access the sales settings, navigate to Settings > Sales settings.
Here, you can customize your pipeline stages, specify reasons for lost deals, set default deal probabilities for new deals, and enable the option to send emails to Productive and attach them to your deals.
Pipeline stages
Pipeline stages represent the various steps in your sales process. You can adjust their order or create new stages within this section.
Find out more about setting up your pipelines and deal stages here.
Lost reasons
Set up lost reasons so that you can say why precisely you lost a certain opportunity. Some typical examples would be:
We're not the right fit
They decided to go with another tool
We were too expensive
Timeline was unrealistic
Default deal probability
When creating a new deal, the default probability will be assigned to it. You can edit it in each stage setting.
Email inbox
You have the option to BCC emails to Productive, allowing you to easily link them to deals, budgets, and invoices, ensuring you stay organized and informed about client communications.
Learn more about configuring this feature here.
