Manage Your Deals Effectively with Built-In CRM Stages

Keeping track of your sales opportunities can be a challenge, especially when you’re handling everything in your small business. Luckily, using a CRM with clear deal stages can help you organize your sales process and focus your efforts on what’s important.

📌 Why This Matters

When you have clear stages to track each potential sale, it’s easier to manage where each deal stands and what actions you need to take next. This helps you avoid missing important follow-ups, prioritize your work better, and ultimately increase your sales success.

✨ What’s New

• Built-in Deal Stages: Easily keep track of the progress of your deals with predefined stages that reflect common sales steps.
• Customizable Pipeline: Adjust the stages to fit your unique sales process so you can work the way that suits your business best.

🛠️ How to Use It

1. Step 1: Add a new deal when you have a potential sale or opportunity.
2. Step 2: Move the deal through the different stages as you make progress—from initial contact to closing the sale.
3. Step 3: Use the pipeline view to see all your deals at a glance and understand where you should focus your time.

💡 Pro Tip

Regularly updating your deal stages helps you spot which opportunities need immediate attention, allowing you to close more sales and grow your business.