In webCRM, Pipeline levels are used to reflect the different sales steps in your sales process. You can have up to 12 levels on an ongoing Opportunity, which eventually ends up being Won or Lost.
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Each Pipeline level can contain: Win probability, Next follow-up date and a guide for the user on when the Opportunity should move to the next Pipeline level.
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Examples of Pipeline levels for "Small number/ High value" Pipeline.
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This example shows Pipeline levels for a company that processes a small number of products, where each item has a potentially high economic value. In this case, the sales process will be relatively long and the work effort will be quite high.
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The Pipeline levels could look like this:
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Level 1 - Inquiry - 5% chance - 10 days until next follow-up

Level 2 - First meeting - 25% chance - 20 days until next follow-up

Level 3 - Presentation for decision maker - 50% chance - 10 days until next follow-up

Level 4 - Formal offer given - 70% chance - 10 days until next follow-up

Level 5 - Negotiation - 80% chance - 5 days until next follow-up

Level 6 - Waiting for delivery - 90% chance - 5 days until next follow-up

Level 7 - Won

Level 8 - Lost
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Examples of Pipeline levels for "High volume / low value".
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This example is based on a company that handles a large number of cases, each of which has a relatively low potential value. In this case, the sales period is often short and the effort and interaction is limited.
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The Pipeline levels can look like this:
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Level 1 - Offer - 20% win probability -5 days until next action

Level 2 - Negotiation - 50% win probability - 3 days until next action

Level 3 - Awaiting delivery - 70% win probability - 5 days until next action

Level 4 - Won

Level 5 - Lost
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