You can change the Opportunity Pipeline as your opportunity progresses. Below is an example of the standard pipeline.
The Opportunity Pipeline Stages are:
- Identified
- Validated
- Qualified
- Proposal Submitted
- PO Committed
- PO Received
- Invoice Issued
- Payment Received
- Lost
Please Note: This Opportunity Pipeline is fully customisable to your business needs. If you wish to change the pipeline for your organisation then please contact Valuechain.
- If the stage is changed to ‘PO Received’, ‘Invoice Issued’ or ‘Payment Received’ the status will automatically be set to ‘Won’ and the opportunity will Close.
- If the stage is changed to ‘Lost’, the status will automatically be set to ‘Lost’ and the opportunity will Close.