CRM stages should mirror sales reality, not a vendor demo pipeline.
- Keep a short stage list; every stage needs an exit criterion.
- Require next activity before leaving Qualified or Proposal.
- Attach expected products early (CRM Opportunity Product Management helps).
- Mark Lost with a reason; review reasons monthly.
- Report by stage aging — stuck opportunities are coaching opportunities.
Pair with Digits Sales Dashboard / Advanced Analytics. Catalogue: Sales, CRM & POS capabilities on /kb.