AuctionGate | Logistic CRM system - Site page "Stage and field customization"

The "Stage and field customization" page provides a complete list of the stages of transactions that a vehicle goes through, from the moment the item is published at auction to the stage of delivery to the customer. Here you can disable a stage if you don't need it. To do this, switch the switch to the "Off" position (Figure 1, Pointer 1).

Note: It is possible to disable a stage if there is no vehicle in that stage.

Figure 1 - Site page "Stage and field customization"

When you click on the button, the "Stages" window will open, which consists of 2 blocks:

Block “Required fields”. In this block you can set fields that are required to be filled in. It is necessary for the system to remind you which fields should be filled in when changing the stage of the transaction. To set these fields, click the "Edit" button (Figure 2, Pointer 1) and select the required fields from the drop-down list.

Block “Deal fields”. This block specifies the fields that are displayed in the transaction window on the "Funnel" page (Figure 3, Pointer 1). Setting these fields is done similarly to the "Required fields" block.

Figure 2 - "Stages" window

Figure 3 - "Funnel" site page