Negotation Stage
In the Negotiation stage, you must add the following information to the lead in order to move the lead to a different stage:
- A checklist for Post demo tasks:
- Follow up email
- Account check
- Pain point 2 (You can enter with your free words what pain points you could identify further during your calls)
- Potential deal size (You can enter with your free words the deal size you think the potential customer holds)
- Deal temperature (You can choose from the following options: Cold, Warm, Hot)
Remember that in order to move the lead to a different stage, all the above information should be filled out.
You can see the fields that were previously filled out in the Cold Leads, In conversation, and Demo booked stages below.
You also have the option to check out the future fields that could be filled out in further stages, so if there's any information you can enter from this stage, you can add it here. To see these fields, click on Show hidden fields. More about these fields in the articles about further stages.
