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What are the opportunity “stages” within Wealthbox?

Team Wealthbox
Team Wealthbox
  • Updated

The opportunity stages within Wealthbox are customizable categories which you can use to track your opportunities through the sales process. The standard stages within Wealthbox include:

  • Evaluation

  • Identify Decision Makers

  • Qualification

  • Needs Analysis

  • Review

  • Proposal