How You Work with Strategies

A strategy is a series of stages that an opportunity moves through in the sales pipeline on its way to becoming a final sale. Each stage of a strategy includes tasks that must be completed before the opportunity can move to the next stage.

You probably want different strategies for different kinds of opportunities. For example, you might have one strategy to sell a high volume of products to government organizations and a different one to sell single products to individual consumers.

When staff members select a strategy for an opportunity they are working on, the first stage of that strategy automatically populates the Stage field. All tasks associated with the strategy (including those associated with other stages) are also added to the opportunity.