To unify a sales team, it would help to include an explainer of what each Deal Stage is used for. By adding a description to the Deal Stage, each salesperson can be clear what the stage is used for.
For Example - If Deal Stage 2 is "Phone Needs Assessment" - I might want to hover over that Deal Stage Name and see the description in a pop up that says: "Carry out a needs analysis of the prospect's business to prepare for a demonstration. Understand the prospects needs to showcase the solutions that will build upon their needs."
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I really like this idea. It would also help when new reps are brought in they can quickly have a description at their finger tips and not have to spend time searching around to see how their organization defining each step of the process.
I really like this idea. I also think adding a customizable description to the "Lead Status" would be very helpful. This way you can give a better explanation as to what that status is and how the team should be using is. It'll clear up confusion for anyone who is new.
Please do add this! Feels like it would be a very simple feature to implement and would really help staff understand what deal stages denote specifically.
My sales team had different ideas about what nurture means. One assumed that stage meant the contact is stuck in consideration (i.e. they already demoed or got a proposal, but want to wait for budget or next quarter before moving forward), while the other assumed nurture meant the contact is not ready to engage with sales, but would benefit from receiving content + event invites.
Two totally different points in the sales cycle and it was causing confusion.
UPVOTING THIS!!! Please put this on your road map! It's hugely important for sales leaders and sales team to know what each deal title means. Seems pretty simple but what do I know, I am a sales guy and everything is simple - LOL
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