SIMPLer Features‎ > ‎Features Index‎ > ‎

2012-1Q: Sales Pipeline Definitions

Sales Opportunity types can be defined in Settings/Sales Opportunity Types.

Below you can see an example of Sales Pipeline stages. New leads should go through all of the stages of Sales Pipeline, preferably starting from 001_Potential_L1.



NOTES:

Values that populate “Lost” graph in Dashboard

-        001_Potential_Lost

-        002_FSA_Lost

-        003_IG_Lost

-        004_FPDD_Lost

-        005_VY_Lost


Azotel | River House | Blackpool Park | Cork | Ireland
US +1-312-239-0680 | IE +353-21-234-8100 | UK +44-207-193-4170 | SA +27-11-083-6900