FreeAgent CRM is completely customizable this includes the different Sales Stages that exist within your Sales pipeline. In this tutorial we will cover the following topics:
Define your Sales Stages
You can get started with the predefined Sales Stages or customize them to fit your current Sales process.
FreeAgent CRM already includes a set of predefine Sales Stages but you can always create new ones, update existing ones or delete those that are not useful for you and your team.
Defining your Sales Stages is really important as it will allow you to know how likely it is for you or for a team member to close a deal, identify those deals that need a bit more work or those that are pretty much closed.
To help you get started, here are a few definitions of the columns comprising a Sales Stage. Let's start with the order column. It indicates the hierarchy of the Sales stage. By editing the order number, you can rearrange them.
The Sales Stage Status will let you know whether a Sale Stage is Open, Closed/Won or Closed/Lost.
Forecast Category indicates how likely it is for a Deal to be Won. Available options are pipeline, upside, commit, expect, closed and omitted.
The Win Probability (%) describes as a percentage of how likely it is for a Deal to be Won.
Once you assign a Sales Stage to a deal, it will automatically take the values you defined for each of the columns. So if you create a new Deal, and set its Sales Stage as Procurement, it will automatically have the values defined for that Sales Stage.
Navigate to Sales Stages
To get started, click your portrait and then click 'Settings' (1) and click the 'Sales Stages' (2) Profile' (2) in the left-hand side menu, under the FreeFlow section.
Create a New Sales Stage
FreeAgent CRM comes with a set of predefined Sales Stages designed to help you set up your account faster. However, it is possible to change, delete, or create completely new ones.
To create a new Sales Stage, click on the 'Add Sales Stage' button.
This will take you to the Create Sales Stages window.
Here you can give your Sales Stage a name, select its status, the forecast category, and the probability to win it expressed in percentage. If you would like to add more stages, just click on 'Add a row' and repeat the process.
The 'order' column indicates the hierarchy of the Sales stage. By editing the order number, you can rearrange them.
You can create as many Sales Stages as you need. To finalize, just click 'Save.'
Congratulations! Now that you have personalized your Sales Stages you are ready to set your Sales target and start creating deals.
To learn how to create a new Sales Stage, edit an existing one or delete those that you will not be using then please visit the following tutorials: