Opportunity Stages

Path: Callproof Support - Website - Sales - Opportunity Stages

Opportunity Stages

Create and manage opportunity stages to track the progress of opportunities throughout the sales pipeline. Opportunity stages help users identify where each opportunity is in the sales process and keep the pipeline organized.

File:OpporuntiystageIndex.png

Opportunity Stages Index

Navigation: Sales → Opportunity Stages Note: Opportunity Stages is a manager-only feature.

To open Opportunity Stages:

1. Log in to your CallProof account as a manager.
2. From the main navigation bar, hover over Sales.
3. Click Opportunity Stages.
4. The Opportunity Stages page opens and displays the list of existing opportunity stages.

Add Opportunity Stage

Create a new opportunity stage so opportunities can be tracked through each step of the sales pipeline.

File:OppStageAdd.png Click the Add Stage (plus) icon

Add Stage

Navigation: Sales → Opportunity Stages → Add Stage

1. Log in to your CallProof account as a manager.
2. From the main navigation bar, hover over Sales.
3. Select Opportunity Stages.
4. The Opportunity Stages page opens and displays the existing stages.
5. Click Add Stage in the upper-right corner.
6. The Add Opportunity Stage page opens.
7. Enter an Opportunity Stage name.
8. Enter a Default Probability (1–100%).
9. (Optional) Select Lock if the probability should remain fixed for this stage.
10. (Optional) Enter one or more Email IDs to notify users when an opportunity moves into this stage.
11. (Optional) Configure the stage colors:
    1. Opportunity Foreground Color
    2. Opportunity Background Color
    3. Funnel Foreground Color
    4. Funnel Background Color
12. Click Save.
13. A confirmation message indicates that the opportunity stage was added successfully.
14. The new stage appears in the Opportunity Stages list.
15. The stage is now available in the Opportunity Stage drop-down when users add or edit opportunities.

Notes

• Only managers can create opportunity stages.
• You can also open Opportunity Stages from the right sidebar while viewing Current Funnel or Opportunities.