Chapters · 4 of 9
- 01 · One Business, Four Kinds of Records
- 02 · Define Leads and Contacts
- 03 · Build the Person Lifecycle
- 04 · Define Opportunity Stages
- 05 · Build the Account Lifecycle
- 06 · Assign Owners and Handoffs
- 07 · Define Important Fields and Sources
- 08 · Resolve Conflicts and Open Questions
- 09 · Capstone: Publish the Business Truth Map
12 min · Interactive exercise
Chapter 4 of 90 complete
Define Opportunity Stages
Create a transaction and advance it only when the stage evidence exists.
Scene 1 · The deal existsScene 1 of 7
One purchase, one record.
Acme is considering a purchase. There is now a specific thing somebody might buy, with an amount, a close date, and an outcome that will eventually be won or lost — and none of that describes Priya, or Acme as a whole.
Acme — new business · Discovery in progress
The rule this chapter uses
A stage is a claim about where a purchase actually stands, and every stage needs the same thing a lifecycle stage needed: entry evidence somebody can point at. The forecast is only as honest as that evidence.
Business Truth Map · 0 of 9 sections started
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Chapter 4 of 90 complete