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Liang (Alex) WangLiang (Alex) Wang 

Definition of Stage

There are five stages for each opportnities. I need to understand the definition of those five stages.
Shell BlackShell Black
The stages that Salesforce has in place "out of the box," are merely a starting point to learn how Salesforce handles multi-step sales processes. The Opportunity Stages that come with Salesforce are not meant to be "one size fits all," but serve merely as an example.

What you will want to do is modify the Opportunity Stage pick list to reflect the way YOU sell your products and services. If you only have five stages today, I suspect someone at some point parred down the pick list that comes "out of the box."

You still need a Stage that counts towards a "Closed Won" (100% Probability) Opportunity and you will need at least one Stage that counts as a "Closed Lost" (0% Probability) Opportunity. Any other Stage values are up to your discretion. 

At the end of the day, the Sales Process in Salesforce (represented by the Opportunity Stage pick list) should be support the way you sell your product and services. Don't let Salesforce dictate your sales process. There is no set number of stages. You can have a two step or a ten step sales process if you like!




Ryan NowickiRyan Nowicki
There are as many stages as you define for your Sales Process according to your industry.

Generally accepted stages would be as follows

New/open
Qualifying
Negotiating
Quoted
Appointment Set
Contract Signed
Deal Lost

This should cover most stages for pushing through a deal in a CRM. Although depending on the product their may be a longer qualification, or negotiating process for example which you would break down to be more detailed and get better reporting from that data.

For more insight I can be reached via email metalflame@gmail.com