Having a cap on the number of inputs for stage and status fields means that you are limited to defining only a certain number of stages or statuses in your sales funnel. This could potentially limit the granularity of your sales process tracking. However, it also encourages prioritization and focus on the most important stages or statuses. If you have more than the capped number of stages or statuses, you would need to consolidate or prioritize them.

stars icon
Questions and answers
info icon

Alternatives to using a kanban board visualization in sales could include Gantt charts, pipeline dashboards, or CRM systems that provide a visual representation of the sales process. These tools can also help to track the progress of leads and manage sales reps.

A sales rep can manage their funnel to win more deals by effectively tracking and managing the stages of their sales funnel. This includes understanding the status of each lead and prioritizing the most important stages or lead statuses. Additionally, they should be aware of their position within the sales team and continuously strive to improve their performance.

The different lead statuses in a sales funnel can vary depending on the specific sales team. However, they generally represent the stages a potential customer goes through in the sales process. These can include statuses such as 'new', 'contacted', 'qualified', 'proposal sent', 'negotiation', 'won', or 'lost'. It's important to note that the number of status fields is capped at 15, so the most important stages or lead statuses should be chosen.

View all questions
stars icon Ask another question
This question was asked on the following resource:

Sales Pipeline

Need to fix a broken sales team? Manage lead funnels and visualize sales pipelines with a kanban boa...

Download model
resource preview

Download and customize more than 500 business templates

Start here ⬇️

Voila! You can now download this Spreadsheet

Download