Creating Stages in a CRM Sales Pipeline

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Trying to create sales stages in CRM software? You’ve come to the right place.

While no two sales pipelines are identical, most B2B sales journeys share some common stages. Each stage describes where a customer or potential customer is in their sales journey, and each should have a corresponding stage in your CRM. You can also change, add, or remove stages—the most important thing is creating a sales journey and CRM pipeline that works best for your business.

In this video, we’ll provide a framework for creating these stages in your CRM software—so you can create your ideal sales pipeline.