Choosing the most appropriate stages for your Customer can be complex but it is crucial. However, it is also an iterative process that can be adjusted and fine-tuned as things progress.

You will see in this section, the main options to define your Stages within Salesmachine.

Also, please take into account that these types of Stages can be mixed using various stages conditions (defined by attributes) to have a mixed strategy to categorize your customers. This allows you to limit the downsides and capitalize on the various upsides for each stages.

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