BoldDesk Opportunity Stages in the Sales Cycle

Opportunity Sales Stages:

When to change the stages in BoldDesk

Preliminary Opportunity

• 1^st stage of all opportunities

• That is how they are being placed into the system

Qualified Evaluation

• Research: seems to be a company/individual we can do business with.

• Establish Contact; start cadence.

• Have an idea what they are looking for

Pricing/Formal Proposal

• Price was proposed; Quote/Proforma was sent.

• Update the “Amount” in your ticket/opp!

• Proposal should have an end date.

• Any Discounts should have an expiration date

Forecasted

• Customer stated they will most likely buy, trying to get a time frame.

• Establish decision process and buyers.

Pending

• Literally waiting for the PO, Credit Card, or signed quote to book order

Closed – Won

• We received everything from the customer to close won the opportunity

Closed – Won

Channel

• We received everything from the Channel’s partner to close won the opportunity.

Closed – Lost

• We worked the sales cycle but no sale.

• Customer asked us to stop sending email.

• Customer stated not interested.

• CL eligible; Banned country; existing customer