Opportunity stages
Move deals through Qualified, Discovery, Proposal, Negotiation and Won/Lost.
SALES PIPELINE SOFTWARE
See the deal, the probability and the next move.
A lead becomes commercially useful when the team can see what is being sold, how far the deal has moved and what revenue is realistically in play.
No credit card required for the free-trial flow.
Why this workflow matters
A large deal should not inflate expectations indefinitely. Review its stage, value, expected close and probability against the most recent customer conversation.
Weighted forecast
Apply each deal probability to value for a more realistic pipeline view.
Connected follow-up
Keep the opportunity close to the company, contact and next action.
What you can do in Leadsaro
✓Opportunity value
✓Probability
✓Expected close date
✓Deal owner
✓Weighted forecast
✓Won/Lost status
Review a proposal that has stopped moving
A large deal should not inflate expectations indefinitely. Review its stage, value, expected close and probability against the most recent customer conversation.
- Open the opportunity and review its current stage.
- Update probability and expected close from what you actually know.
- Schedule the next customer action or record the reason the deal is lost.
What to check in your trial
Compare weighted forecast with actual won value over time.
Illustrative workflow, not a customer result. Feature availability depends on your plan.
Connected to the rest of the workspace
This workflow does not sit on its own. Leadsaro is designed so CRM, customer service, Team Chat, Knowledge, Dayflow and workforce visibility can remain part of the same operating context.
CRMOpportunitiesCasesTeam ChatKnowledgeDayflow
Frequently asked questions
What is weighted pipeline?
It is opportunity value multiplied by the probability of closing.
Can an opportunity be linked to a lead?
Yes. Opportunities can carry the prospect/client context that created them.
Can won deals become clients?
Yes. Won opportunities can feed the client workflow.
One workspace. Less switching.
See how Leadsaro connects customer work, team communication and daily operations for your company.