Pipeline Stages

Brad Krause_13404
Brad Krause_13404 Posts: 518
edited July 12 in Sales CRM #1

We currently use 3 stages: Opportunity, Proposal, Presented.

We also utilize a pipeline dedicated to our estimator and admin support with two stages where the salespeople pass deals to and then they are passed back to the sales pipeline once work is completed. The estimating pipeline has two stages: Data Verification, Proposal Request. Support makes sure our data in our legacy business management software is entered or up to date with the pipedrive deal. Proposal request is for the estimator. 

What stages do you use? 

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Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited January 2021 #2

    Hi @Brad Krause try to use the search in our community, I've seen multiple other threads where people discussed their Pipeline setup :)