The opportunity stages within Wealthbox are customizable categories that you can use to track your opportunities through the sales or close process.
See also:
- How-to Video: How to move Opportunities through Pipeline Stages
- How-to Video: How to Customize the Default Opportunity Stages
- How do I mark an opportunity as “Lost”?
- How do I mark an Opportunity as “Won”?
The standard stages within Wealthbox include:
See How to Customize the Default Opportunity Stages for instructions on customizing your Opportunity stages.
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Evaluation
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Identify Decision Makers
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Qualification
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Needs Analysis
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Review
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Proposal
Common questions:
Q: Can I view "Won" or "Lost" opportunities as stages in my pipeline view in Wealthbox?
A: No, "Won" and "Lost" opportunities are not displayed as stages in the pipeline (kanban) view. To view opportunities marked as won or lost, switch to the list view and use the stage filter to display those specific statuses.
Q: Can I reorder Opportunity Stages?
A: See: Can I reorder Opportunity Stages?
Q: Can I specify the order in which Opportunities show in stages?
A: Opportunities are ordered and displayed in stages by the Target close date and cannot be reordered.
Q: Can I set a default Opportunity view?
A: See: How-to video - How to Change the Default Opportunity View