• BA - New
• DB - Review and Research
• DC - Needs Analysis, Measurement and Evaluation
• DD - Determining Approach and Strategy
• LA - Interviews and Offer Preparation
• LE - Offer
• LF - Decision Phase
• XA - We won
• OR - We lost
• YH - We Closed - We Gave Up
• ZA - Archive

Qualification

You can describe the customer as follows:

• Hot: Prospects tend to be closest to the buying stage of the sales cycle.
• Lukewarm: Prospects who show more interest in learning more about a product or service than cold customers.
• Cold: Customers who have shown no interest in purchasing your product or service.

Priority

You can classify opportunity priority as follows:

• Normal
• Important
• Very important

Opportunity Amount

You can set an amount to be earned if the sale goes through.

You can also specify a currency from the drop-down box.

Possibility

You can type a percentage to indicate the probability of sales success.