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Sales stages ensure that every customer is getting an all-star sales experience from your first call to closing the deal. Heres how you get started. First, take a look at your current process. If youre not sure or dont have one yet, write down the steps you take to sell something to a customer. If you work on a team, ask them about their process as well. Once you have a final list, consider these your companys sales stages. Once you define your stages, click Set Up Your Teams Sales Process. Leads are prospective customers who may be interested in your product or services. Opportunities are deals in the works that are likely to close. Every industry may have their own way of talking about Sales, so weve given you a few suggestions to start with. Select the one thats the most like your business or start from scratch by selecting other. Lead statuses track your progress with potential customers. You can add, delete, or edit the stages to tailor the phases for your business. Opp
