Setting Up Sales Opportunity Stages, Probabilities and Flags

This article provides a step-by-step guide on how to set up Sales Opportunity Stages in BigChange. Setting up these stages is crucial for managing your sales pipeline and forecasting sales accurately.

Navigating to the Sales Opportunity Stages Setup

To begin setting up your Sales Opportunity Stages, you need to access the Account Settings of BigChange.

Navigate to Account Settings > Settings > Financial > Financial documents & Sales Opps > Sales Opportunities [Document Type] > Edit

To edit or update a Sales Opportunity Stage, select the relevant stage, followed by Edit.

Adding and Ordering Sales Opportunity Stages

From within the Stages tab, select Ad" to create different different stages of Sales Opportunity. These stages can then be re-arranged by dragging and dropping them into your preferred order.

Understanding Probabilities and Flags

In addition to the Stages tab, there are also tabs for Probabilities and Flags. These features provide additional ways to categorise and assess your sales opportunities.

Conclusion

Setting up Sales Opportunity Stages in BigChange is a straightforward process that can greatly enhance your sales management and forecasting capabilities. By understanding and properly configuring these stages, you can gain a clearer picture of your sales pipeline and make more informed business decisions.