What are Stages?

Stages help you organize prospects by their place in the sales funnel. 

Stages are categorized by the following:

• Prospect: An event inquiry you have reached out to or plan to reach out to.
• Qualified: A prospect you have communicated with and plan to send an agreement (contract or proposal) to.
• Tentative: An agreement has been sent.
• Booked: An agreement has been signed.
• Complete: The event has taken place, and all necessary payments have been received.
• Lost: The event will not take place with your services.
• Deleted: The event will be removed from all other stages and reports.

Check out Eventective Essentials for more information.