Optimize your sales phases for banking with airSlate SignNow

How to create outlook signature

[Music] 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 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 for more information see these resources or join us on the trail at trailblazer.salesforce.com