Overview
Note: Help content (except videos) has been updated to reflect the UI/UX changes in BQE CORE.
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.
How To
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 active and 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:
- Open the Opportunity Stages screen from the side menu > Settings > CRM.
- 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: whether Ongoing, Won or Lost.
- Active
- Click Done. The new stage is displayed in the grid with the order assigned automatically.
- You can change the order of the record by dragging the icon on the left up or down in the grid.
View Reports
To view a report:
- Open the Opportunity Stages screen from the side menu > Settings > CRM.
- In the list view, click More > View Reports.
- Select a report from the Report List dialog. It opens in the viewer.
- 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:
- Open the Opportunity Stages screen from the side menu > Settings > CRM.
- In the list view, click More > Export as CSV.
- 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:
- Open the Opportunity Stages from the side menu > Settings > CRM.
- Click
on the top-right.
- 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.