Sales Stages Attribute Setup

Sales stages track the progress of an opportunity during the sales cycle. You change the sales stage when you determine it's time to move the opportunity to the next stage.

Sales Stage Attributes

You typically set up these attributes while setting up sales stages:

• Phase: A step in the sales cycle of an opportunity.

  For example, the first step might be Discovery, where the salesperson researches the customer's needs.

• Order: The sequence of the stage within a sales method.

  For example, you might start with Discovery and move to Conclusion.

• Duration: The number of days an opportunity will remain in this stage.

• Stalled Deal Limit: The number of days an opportunity can remain in this stage before it's considered stalled.

You can also associate elements of Sales Coach, such as recommended documents, action items, or assessments, with a sales stage.