How Sales Methods and Sales Stages Work with Opportunities

A typical sales method has several sales stages. Each stage within a sales method delineates the progress of an opportunity.

Sales Methods

The sales method used on an opportunity represents your company's formalized approach toward the sale. The application comes with a few predefined sales methods. By default, the sales method used on a newly created opportunity is the supplied Standard Sales Process sales method.

Sales Stages

Several stages usually exist within a single sales method. You use different stages to represent different phases of an opportunity, from prospecting to forecasting to closing the opportunity.