Building Your Sales Pipeline with Custom Stages

Trey Gibson
Trey Gibson
  • Updated

Creating Your Custom Sales Pipeline

This article teaches you how to manage the Custom Stages for your Sales Pipeline, creating the foundation for your sales activities. Your Custom Stages give you an at-a-glance view of where each of your Leads is inside your sales process.

A streamlined Sales Pipeline, utilizing Custom Fields & Activities, Visit Results, and Loss Reasons can exponentially increase a Rep’s success as they go about their day. Stages are the mile markers to a Rep’s success. They tell you how close a Lead is to being won.

SPOTIO’s most successful Customers have between three and five Custom Stages in their Active pipelines, along with a Won Stage and a Lost Stage you can disposition with Loss Reasons.

For written instructions on how to create those Stages, click HERE.




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