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Opportunity Stages

Updated

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 BQE CORE CRM.

opp list thumbnail.png

Field Descriptions

How To

Add Opportunity Stages

View Reports

Export Opportunity Stages

Mark Screen as Favorite

Field Descriptions

Field Name Field Description
CRM Lists > Opportunity Stages >
Opportunity Stage Name of the stage of an opportunity.
Stage Type Categorizes the stage as Initial, Ongoing, Won, or Lost. You can create multiple stages of the same type, for example, separate Lost and Abandoned stages that both report as Lost. Your pipeline must always have at least one Won-type stage and one Lost-type stage; this is enforced only when you try to delete a stage.
Workflow Action  Triggers CORE to automatically create an Execution Project when an opportunity reaches this stage. This is optional and can be set on any stage, not only Won-type stages.
Probability  The default probability of winning, applied automatically when an opportunity moves into this stage. You can still override the probability on an individual opportunity. This field is optional.
Active Indicates whether an opportunity stage is active and available to be used in the opportunities.

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 > Settings > CRM.


     
  2. In the list view, enter the required information in the top row of the grid. Check Field Descriptions above for details.
    • Opportunity Stage
    • Stage Type: whether Ongoing, Won, or Lost.
    • Workflow Action
    • Active
  3. Changes save automatically. The new stage is displayed in the grid. 
  4. To reorder a stage, drag it using the handle on its row.

View Reports

To view a report, watch this video or follow these steps:

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

    opp stage reports.png
     
  2. In the list view, click More > View Reports.
  3. Select a report from the Report List dialog. It opens in the viewer.
  4. Preview the report and then choose to export or print it.

You can also check the detailed video on running and managing reports in BQE CORE.

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 > Settings > CRM.

    opp stage export.png
  2. In the list view, click More > Export as CSV.
  3. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

You can also check the detailed video on exporting data in CORE.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.

To mark this screen as your favorite, watch this video or follow these steps:

  1. Open the Opportunity Stages from the side menu > Settings > CRM. 

    Opportunity Stages - Mark as fav.png
     
  2. Click favorites.png on the top-right.
  3. You can access this screen from the side menu under Favorites.

You can also check the detailed video on marking screens as favorite in CORE.

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