A practical stage model
- New Lead
- Contacted
- Qualified
- Appointment
- Proposal
- Won / Lost
Stage vs activity
Calling someone is an activity. A meaningful change such as Qualified or Proposal Sent can be a stage.
Design simple CRM stages that reflect meaningful changes in sales status rather than every small activity.
Independent guidance focused on process fit, total stack cost, and practical implementation.
Start with the CRM selection guide →Calling someone is an activity. A meaningful change such as Qualified or Proposal Sent can be a stage.