Customer & sales
Sales stage
The specific phase a sales opportunity occupies during consultation, negotiation, and quotation.
How to use
Align your team on clear definitions for each phase; record the next action step whenever an opportunity changes stage.
Example
New → In Consultation → Proposal Sent → Won / Lost.
Not to be confused with
A pipeline encompasses all stages and deals together. A single stage is not the whole pipeline, nor does the Won stage measure payment reconciliation on its own.