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.


Values that populate “Lost” graph in Dashboard

- 001_Potential_Lost

- 002_FSA_Lost

- 003_IG_Lost

- 004_FPDD_Lost

- 005_VY_Lost

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