The final stage is an important component of any sale, as at this stage you can determine the real amount of income and number of hours spent on the sale. Entering the detailed information about the opportunity during the closure process will help you analyze won and lost opportunities and get a better idea of how to plan your sales efforts more efficiently to guarantee success in the future.
You can complete the corporate sales process at any stage. To do this, select one of the final stages:
-
Select ”Closed won” if the opportunity was completed successfully. For example, when you signed a contract with the customer. Check if the information on the opportunity page is up to date, create an order and schedule the activities related to the customer. When you select this final stage option, responsible manager will receive a notification of a successfully closed sale.
-
Select ”Closed lost” if the opportunity was not completed successfully. The responsible manager will receive a notification about the unsuccessful sale.
See also
