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Setup
Opportunities Setup
Configure your sales goals and pipelines
Opportunities
Opportunities are your potential deals in your sales pipeline. In this section, we will configure some basic options to manage your sales track deals at every stage.
Opportunity Pipelines
Name
1
New Customer
2
Current Customer
There are no rows in this table
Opportunity Pipeline Stages
Order
Stage
Pipelines
1
0
Idea
Current Customer
2
0
Lead
New Customer
3
1
Prospect
New Customer
4
2
Negotiation
New Customer
Current Customer
5
3
On Hold
New Customer
Current Customer
6
4
Pitch
New Customer
7
5
Proposal
New Customer
Current Customer
8
10
Won
New Customer
Current Customer
9
20
Lost
New Customer
Current Customer
10
30
Abandoned
New Customer
Current Customer
There are no rows in this table
Opportunity Types
Name
Billing
Description
Recurring
1
Retainer
Monthly
Open
2
Subscription
Monthly
Open
3
Project
Full
Halves
Thirds
Quarters
Half Deposit + Quarters
Open
4
Training
Full
Open
There are no rows in this table
Opportunity Stages
Pipeline
Stage
They are...
We are...
Activity to next stage
Weighting
Expected Duration (Days)
Moves to
Action Name
New Customer
9
Lead
In the market for use cases we can address
Looking for an opportunity
1st Contact
5%
00
28Prospect
⛰ Move to Prospect
Prospect
Learning about our services and determining if we meet their needs
Understanding their needs and building collateral
Reach out and campaign
25%
00
28Pitch
☕️Move to Proposal
Pitch
Evaluating us against competitors
We are building relationships and a case
Present the value of our services
50%
00
25Proposal
📝 Move to Proposal
Proposal
They are evaluating us against competitors
We are building relationships and a case
Proposal Sent
65%
00
14Negotiation
👏 Move to Negotiation
Negotiation
Negotiating terms of our engagement
Developing scope and pricing
Final Terms & client approval
80%
00
7Won
🍾 Move to Won
Won
They have accepted your proposal
You are ready to kick off the project
00
0
On Hold
10%
00
30
Lost
They rejected your proposal
Requesting feedback on their decision
00
Abandoned
The project has been abandoned
Requesting feedback on their decision
00
Current Customer
7
Idea
Client has a new project idea
Exploring the project and gathering requirements
Present project high level options
60%
00
14Proposal
📝 Move to Proposal
Proposal
Reviewing budgets, timelines and requirements
Developing scope and pricing
Proposal Sent
75%
00
7Negotiation
👏 Move to Negotiation
Negotiation
Negotiating terms of our engagement
Justifying budget, timeline, and work to be done
Client Approval
90%
00
3Won
🍾 Move to Won
Won
They have accepted your offer
You are ready to kick off the project
00
On Hold
00
8
Lost
They rejected your proposal
Requesting feedback on their decision
00
Abandoned
The project has been abandoned
Requesting feedback on their decision
00
Almost Done!
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