7.3 - Stages in Deals Pipeline
A deals pipeline is a visual representation of your sales process that shows where your prospects are in the buying cycle, how many open deals you have, how long a particular deal stays in each stage, and whether you have a good chance of winning a deal. It is a systematic method that one follows to navigate between multiple stages through which a sales prospect goes - from becoming a lead to becoming a customer - and a sales pipeline helps you determine where exactly your opportunities are. Besides, it also outlines the actions that you need to perform in order to convert a prospect into a customer.
For example, in the below screenshots you can see the stages involved in a Membership Deal type. You can set some mandatory actions and automate some follow up task according to your sales and operation process.
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