Question

Why is it important to choose the most important stages or lead status?

Choosing the most important stages or lead status is crucial because the input fields are capped at 15 inputs. This means you have a limited space to define your sales funnel stages and lead statuses. Therefore, it's essential to prioritize and choose the most significant stages or statuses that can provide a clear and effective overview of your sales process.

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The input fields indicate the stages of your sales funnel, unique to each sales team, as well as the status of a given lead and the sales rep in your company. Keep in mind the stage and status fields are capped at 15 inputs, so choose your most important stages or lead status. Up to 120 sales reps can be added, but if you need more, simply add new rows below.

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