Stages: move, win or lose a deal

Every deal is in one stage of your company's sales process. The stages, their order and the usual chance of winning in each are set by your administrator.

Move a deal

Use whichever is closest to hand:

  • On the opportunity's page: Change stage.
  • On the pipeline list: the Stage column.
  • On the board: drag the card, or Move.

ASTRO confirms the move with a message and an Open link. The deal's Timeline keeps every stage change, and the days spent in each stage feed the reports.

Lose a deal

  1. Move it to the lost stage.
  2. ASTRO asks Why was it lost? Choose a reason and, if you like, add Notes.
  3. Confirm. The reason feeds the Lost opportunities report.

Win a deal

  1. Move it to the won stage.
  2. ASTRO says the deal is won and offers Create subscription. Nothing is created until you review and confirm it, so you can do this later from the deal's page.

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