The lead stage identifies the step
where the lead is based on your sales cycle.
Example: If the opportunity
type assign to a lead is “End User”; we could assign the following lead stages:
- 1st contact
- Proposal sent
- Meeting
- Done deal
Create or edit a
lead stage
1) To create or edit a lead
stage go to Setup ->
System Values -> Lead stage.
2) Click on "+" sign to add a new stage
or on the trash can to delete a stage. When adding a stage, you will need to
select and Opportunity type for that stage.
TIP: Each opportunity type can have different lead
stages. Define them based on each unique sales cycle.
IMPORTANT!! Deleting
or modifying the lead stage will affect all leads in where the lead stage was
assigned. It could happen that the stage is deleted or the description is
different.
NOTE: Once the stage is created, you can move it around
to sort them in a predefined order. Select the row, click on it and hold to move
it up or down. Consider that stages assign to an opportunity type cannot be
placed on a different opportunity type.
IMPORTANT!! The
last stage of each type of opportunity is considered as the final stage,
closing the sale. Selecting the last stage will convert the lead into client
AUTOMATICALLY.
To disqualify automatically
disqualified a lead mark the box "Disqualified status" for the stage
you want to assign. Each time the stage is selected for a lead, it will be
disqualified. A good example would be to create a stage as "not
interested" and select it as a disqualified status. You can assign
multiple stages as disqualified.
If you select a stage to be
excluded from funnel (Reports), this stage will not be considered on the CRM
Reports. This option is useful if you have a stage like "Pending"
that is not considered as a sales cycle.
