Opportunity Stages

Overview

You can create a list of stages for your opportunities to indicate the current status of an opportunity or to track the progress of an opportunity, e.g., whether an opportunity is ongoing, lost, won or closed. This custom list is useful in identifying various completion stages of opportunities from prospects to clients. For example, Prospecting, Qualification, Needs Analysis, Negotiation/Review, Pricing, Closed Won or Closed Lost, and so on.

When an opportunity arises, a sales representative or business development agent can be at various stages in the sales process. Whether it be understanding the needs of a client, negotiating a quote or closing the sale, it is important to be able to quickly understand where you are. It also helps your company to track and forecast potential revenue and allow managers to do performance reviews of their sales agents based on the opportunities lost or won. Click to watch this video on creating opportunity stages in Core CRM.

opportunity_lists_thumbnail.png

Field Descriptions

Basic Tasks

Add Opportunity Stages

View Reports

Advanced Tasks

Export Opportunity Stages

 

Field Descriptions

Field Name Field Description
CRM Lists > Opportunity Stages >
Opportunity Stage Name of the stage of an opportunity.
Type Type of an opportunity stage, whether Ongoing, Won or Lost.
Active Indicates whether an opportunity stage is available to be used in the opportunities.
Order It is the number assigned to each opportunity stage automatically as it is created. You can change the order of priority by dragging the icon on the left of the record.

 

Add Opportunity Stages

To add an opportunity stage, watch this video or follow these steps:

    1. Open the Opportunity Stages screen from the side menu > Lists > CRM.

      opportunity_stages_add.png
    2. In the list view, click Add and enter the required information in the top row of the grid. Check Field Descriptions above for details.

      • Opportunity Stage
      • Type: Type of an opportunity stage, whether Ongoing, Won or Lost.
      • Active
      • Order: You can change the order of priority by dragging the icon on the left of the record.
    1. Click Done. The new stage is displayed in the grid.

View Reports

To view a report:

    1. Open the Opportunity Stages screen from the side menu > Lists > CRM.

      opportunity_stages_reports.png

    1. In the list view, click More > View Reports.

    2. Select a report from the Report List dialog. It opens in the viewer.

    3. Preview the report and then choose to export or print it.

Export Opportunity Stages

In Core, you can export the opportunity stages to the Comma Separated Values file format. Core exports data from all available columns and not just the columns visible in the grid.

To export opportunity stage records to a .CSV file, watch this video or follow these steps:

    1. Open the Opportunity Stages screen from the side menu > Lists > CRM.

      opportunity_stages_export.png

    1. In the list view, click More > Export as CSV.

    2. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

Was this article helpful?
0 out of 0 found this helpful