Sales Pipeline

Your browser does not support HTML5 video. A sales pipeline defines a typical step by step process that sales reps go through to convert a prospect into a paying customer. A sales stage is created for each step in the sales process. The sale...

Your browser does not support HTML5 video. The sales pipeline defaults determine how Max Classic behaves when an opportunity is created automatically. An active stage is one where a sales rep is engaging with the prospect and you want to protec...

Each sales person can add the Pipeline Stages widget to their dashboard and select which stages they want to monitor. Go to your dashboard by clicking the home icon button on the toolbar Click the Add Widgets button   Scroll down a...

Important ! In order to be able to see and manage opportunity records, an admin must add you to the Sales Rep group! Watch the Opportunity Management Overview Video Your browser does not support HTML5 video. Watch the Opportuni...

Your browser does not support HTML5 video. Max Classic has predefined sales pipeline stages, based on a typical direct sales process. You can customize these stages to align with your direct sales process. Each stage can be integrated into a sa...

Your browser does not support HTML5 video. When a sales rep moves a stage in an opportunity record, it can initiate automation. However, there may be specific goals,  tasks, or talk topics related to each specific stage. The sales rep must  be ...

Pro-Tip! Note that an opportunity can only be moved from one stage to another manually by a user. Pipeline automation refers to automating processes after an opportunity has been moved from one stage to another by a user. When a sales rep m...

Sales stage movement is a great way to trigger predictable, standard actions that do not differ based on the individual prospect. However, there may be events that occur during the sales process that are not predictable and require some human discer...