Streamline Your CRM Opportunity Stages with airSlate SignNow

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Sales stages ensure that every customer is getting an all-star sales experience from your first call to closing the deal. Here’s how you get started. First, take a look at your current process. If you’re not sure or don’t have one yet, write down the steps you take to sell something to a customer. If you work on a team, ask them about their process as well. Once you have a final list, consider these your company’s sales stages. Once you define your stages, click “Set Up Your Team’s Sales Process”. Leads are prospective customers who may be interested in your product or services. Opportunities are deals in the works that are likely to close. Every industry may have their own way of talking about Sales, so we’ve given you a few suggestions to start with. Select the one that’s the most like your business or start from scratch by selecting “other.” Lead statuses track your progress with potential customers. You can add, delete, or edit the stages to tailor the phases for your business. Opportunity stages track your deals-in-progress. With statuses and a probability-to-close, opportunity stages make it easy to see which deals to prioritize and which need a little extra attention to convert. When you define your company’s sales process, every potential customer gets the same TLC, no matter who on your team is working with them. Your team has a clear trail to success with measurable steps along the way. For more information, see these resources.