Name stages by what the customer did
Use stages like Enquiry, Contacted, Quoted and Won. Each one should describe something that happened, not something you hope will happen. It keeps forecasts honest.
Set a follow-up rule for every stage
Decide how long a lead can sit in each stage before someone must act. Two days after a quotation is a common starting point. Automate the reminder so it does not rely on memory.
Write down the handover to operations
When a quote is accepted, operations needs the items, quantities, delivery address and payment terms. If that information is already on the order, nothing gets retyped and nothing gets lost.
Track why deals are lost
Add a simple lost reason: price, timing, competitor, no response. After a month you will see patterns that no amount of gut feeling would have shown.
Put this into practice
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