Stage goals are the purpose of each stage. When met, your leads will automatically advance to the next stage. Learn how to set them up here.
A great sales process has very specific goals for each stage. Progress should be less about your team’s gut, and more about verifiable evidence from your lead! Nutshell admins can configure stage goals in the Sales automation page in your company settings. Stage goals are available to all Nutshell Pro customers.
When the stage goal is met, all tasks will be marked as “skipped” and the lead will advance.
Create stage goals
Stage goals are set up inside your pipeline stages. To add or edit stages goals, click Edit next to your pipeline.
Click the + box in the Stage goals section below the relevant stage.
Types of goals
There are three different categories of goals that you can set to automate your lead’s transitions through the pipeline stages.
- Contact information
- Lead value
- Completed activities
Collecting the right contact information is critical to making a sale—you need to know who you’re selling to!
Check the boxes next to the required contact information to move the lead out of its stage. Selecting multiple options will make them all required to progress the lead.
A lead receives its value once a product is attached. Click here to learn more about adding value to leads.
To establish a goal based on the lead’s value, choose greater than (>), less than (<), or equal to (=) in the dropdown and enter the amount.
For example, you can choose to automatically advance the lead to the next stage if the value is greater than $0 if you want the lead to move on once any product is identified.
While many sales are relationship-driven, those relationships are built through a series of activities. While working towards a sale, your team is making calls, firing off emails, holding demos, and more. These activities are an important part of your pipeline and you can tell Nutshell to automatically progress the lead if a specific activity type has been logged.
Choose an activity type from the dropdown:
If an activity type doesn’t exist in Nutshell yet, you can create it:
If there are several types that meet the stage goal, you can add multiple activity types that will move the lead to the next stage. When multiple activity types are listed in the same stage goal, the lead will automatically advance when any of the chosen types are logged.
Remove a goal
To remove a goal from a stage, click Delete in the stage goal editing window.