Vital CRM
New business opportunities include transaction, offer, and failure, etc. Should they be placed in the "Opportunity" or "Opportunity Stage" of the custom category?

It can be placed in the "Opportunity Stage".
＊How can I set the success/failure reasons for opportunity closure?

You can add examples in the opportunity stage (as shown in the figure)


When adding an opportunity, you can select your custom stage from the drop-down menu.

Does the trial version have the opportunity management feature?
Vital CRM版本 3
After closing a lead, is it possible to modify the closure reason?
Vital CRM版本 3
Leads - Adjustment of "Share Data with" Permission
Vital CRM版本 2
How to Use "My Filter" to Filter Opportunities, Opportunity Details, and Potential Opportunities?
Vital CRM版本 4
Will Vital CRM alert me if I add a new opportunity and give it a duplicate opportunity ID?
Vital CRM版本 3