You can create opportunity items to keep track of your business leads. Opportunities are stored in the Opportunities folder as active opportunities, meaning that the business transaction is still in progress. You can close the opportunity once you've completed the business transaction.
The sales stage describes the progress of an opportunity and predicts its expected close date. You can create new sales stages or customize existing sales stages.
By default, Customer Manager uses the following five sales stages:
Initial Contact
Probability: 10%
Close Date Delta: 90
Description: The first contact with a potential customer.
Interest Confirmed
Probability: 20%
Close Date Delta: 80
Description: The potential customer has replied showing interest in doing business with you.
Lead Qualified
Probability: 35%
Close Date Delta: 60
Description: You have confirmed that the potential customer is capable of completing this sales transaction.
In Negotiation
Probability: 50%
Close Date Delta: 45
Description: The opportunity is in the process of negotiation.
Commitment to Buy
Probability: 85%
Close Date Delta: 30
Description: This is the final sales stage. The customer has made a commitment to complete the transaction.