Can anyone explain me how I can manage SIP and investment dues (AMC) in Wealth Management CRM???

We have activated Chatbot on 3 different mobiles. 2 of them are working properly, while one number is not working. URL: https://shethorganics.sangamcrm.com/

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How can i do customization sell stages and Lead stages? that mean how can i define drop down according to my sales stage. one more thing i want to define lead sources also