Last Revised: 14 Feb 2020 Written by Veloxity CRM Time Estimate: About 2 minutes to read.
Sales Stages (Veloxity default settings.)
Stage Activities: Description of activities to be completed at each Sales Stage.
|Stage One: Requirements Discovery||The lead has been generated. During this stage, the sales rep researches out to the lead to discover whether they are qualified to proceed to the next stage in the sales process.|
|Stage Two: Schedule / Prepare / Perform Demonstration||The lead is qualified and converts into an opportunity. The sales rep understands the prospect's needs and works to schedule, prepare and perform a demonstration.|
|Stage Three: Quote: Pricing Negotiation||The sales rep sends a quote to the prospect. The prospect and sales rep negotiate the price.|
|Stage Four: Legal Agreement Negotiation||The price is negotiated. The sales rep and the prospect work through the legal agreements of the sale.|
|Stage Five: Closed||The sales process ends. The opportunity is either won or lost.|
You are looking at a screenshot of the Default Sales Stages on the Opportunity Kanban View.
Figure 1. Sales Stages on the Opportunity Kanban View.