crm-sales·지원 코드CRM-007 관리자 / 담당자용

Setting Up Deal Stages and Managing the Sales Pipeline

Track deals by stage from first contact to close and use pipeline data for revenue forecasting.

[What is a sales pipeline]

A system showing all active deals organized by stage.

Summing amounts per stage enables revenue forecasting.

[Configure deal stages (admin)]

Sales → Settings → Configure Deal Stages

Example stages:

Prospecting
Qualification
Proposal
Negotiation
Won
Lost

Assigning a win probability to each stage improves forecast accuracy.

[Create a deal]

Sales → Deals → Create New Deal

Enter deal name, customer, amount, expected close date, owner, and stage

[Advance a deal]

Deal detail → Update Stage

Or drag and drop in the pipeline view.

[Pipeline analysis]

Sales → Reports → Pipeline Report

Deal count and amount by stage
Weighted revenue forecast (adjusted for win probability)
Per-rep pipeline comparison

⚠ Reps must update deals consistently. Data freshness directly affects forecast accuracy.

이 글이 도움이 되었나요?

같은 카테고리의 문서

Managing Customer Contacts

Track multiple contacts (people) within each customer company and centralize your communication history.

이 문서를 본 사람들이 함께 본 문서

Managing Customer Contacts

Track multiple contacts (people) within each customer company and centralize your communication history.

Using the Sales Pipeline and Deal Management

Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.

How to Request Clock-In Time Correction

How employees request corrections to incorrect or missed clock-in records.

Submitting a punch correction request

How to request a correction yourself when you forgot to clock out, a time is wrong, or a break is missing.

Request a Punch Correction

How to fix your attendance when you forgot to punch or entered the wrong time.

Time Correction Request

When a clock-in or clock-out is missed or incorrect, submit a correction request for manager approval.

지원 홈으로 돌아가기