What is 'Not Specified' in my Pipeline?
What does 'not specified' mean when I look at my pipeline?
Monique Le Roux
Last Update sebulan yang lalu
You can see each of the categories and their values on your sales pipeline, but you see a category called 'Not Specified' - what does that mean?
NOT SPECIFIED - This is a category that is created when you convert a lead to a prospect with an opportunity value.
While your lead is still a lead, the opportunity value is a ballpark figure, an estimate.
When that lead is converted to a prospect, that value should be made up of products or services that your organisation offers.
This means that upon conversion, you want to go to the prospect's profile > deals and add what they are interested in. You can also navigate to deals from the main menu.
Here you will see a deal with an opportunity value. Open the deal and add the relevant products and services that make up that opportunity value.
To see how to edit deals, click on the link below:
EDIT DEALS