Zoho CRM provides default Deal Stages (Qualification, Needs Analysis, Value Proposition, Identify Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review, Closed Won, Closed Lost). These can be customised, renamed, reordered, or replaced to match your specific sales process.
Each stage has an associated Probability percentage that represents the typical likelihood of a deal in that stage closing. For example, “Qualification” might be 10% and “Negotiation” might be 80%.
Deal Stages are often the foundation for a Blueprint, where each stage becomes a Blueprint State with mandatory fields, transition controls, and SLAs. This ensures that deals cannot skip stages and that critical data is captured at each milestone.
A Deal Stage is the current milestone a deal occupies within the sales process pipeline. Each stage has an associated probability of closing, and deals advance through stages as the sales conversation progresses. Stages are the basis for pipeline reporting and revenue forecasting.
Yes. Deal Stages are a picklist field on the Deals module and can be fully customised via the CRM setup. You can add, rename, reorder, or remove stages, and assign custom probability percentages to each. Changes apply immediately to all new and existing deals.
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