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How to build your own CRM - Sales Funnel Design TaskPutty

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What stages do your deals pass through?

  • Does your business deal with unqualified prospects, sometimes called suspects?
  • When you know someone has a possible interest they become a lead.
  • At some point a needs analyses may occur or a client may request a specific solution or product, and then convert into an opportunity.
  • Then if you are lucky the customer may confirm the transaction in a legally binding way and the deal would be considered closed.
  • Or the customer fails to buy, and the sales opportunity moves to rejected.