Sales Stages

Customizable stages for the prospect-to-close sales process.

Overview

Sales stages track where each prospect is in your sales process. Every account with a PROSPECT lifecycle status can be assigned to a sales stage. As prospects move through stages, the system tracks time-in-stage, logs activity, and can auto-enroll playbooks.

Default Stages

9 default stages are created automatically: Initial Contact, Discovery, Assessment, Proposal Sent, Negotiation, Verbal Commit, Closed Won, Closed Lost, and Disqualified. These can be customized, reordered, or deleted in Settings → Sales Stages.

How It Works

• New prospects start at the default stage (marked with a star)
• Advance accounts through stages manually or via playbook completion
• Each stage has a win probability percentage for pipeline forecasting
• Closed Won automatically updates the account lifecycle to WON
• Closed Lost / Disqualified updates lifecycle to CHURNED
• Stages can have playbooks linked for auto-enrollment

Configuration

Configure in Settings → Sales Stages. You can add stages, set colors, probability percentages, and Won/Lost/DQ flags. Drag to reorder.