Embedded Files
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
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