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Organization settings, statuses, & customizations

Close.io is designed to be customizable for any type of sales process. The best way to structure your organization and leads are through lead statuses and opportunity statuses. Customizing lead and opportunity statuses makes it easier for your team to search for leads that fit a certain criteria, identify types of customers (ex: free trial, prospects, customers), and identify at which stage a lead is in your sales process.

You can customize your organization settings by going to "Settings" in your account on the top right, and selecting "Customizations".

Lead Statuses

Lead statuses are commonly used to identify what criteria or stage a lead is in the sales process. The default lead statuses in Close.io illustrate a common sales process:

  • Potential: A lead that has not yet been contacted, or does not have an opportunity yet.
  • Qualified: A lead that is qualified to purchase the organizations products or services, or has been contacted.
  • Bad Fit: A lead that has been deemed not a good fit for the organizations products or services.

Avoid these 3 mistakes when you are setting up your Lead Statuses

Common examples of lead statuses that illustrate a sales process:

Example Outbound Statuses:

  • Potential: A lead that may or may not have been contacted, but no meaningful discussion has taken place.
  • Interested: A lead that has been contacted, and has expressed initial interest, but not been qualified.
  • Qualified: A lead that is qualified to purchase the organizations products or services.
  • Customer: A lead that had purchased your products or services
  • Not Interested: A lead that has expressed a lack of interest in your product or services.
  • Bad Fit: A lead that has been deemed not a good fit for the organizations products or services.

Example Inbound SaaS statuses:

  • Trial: Leads that are currently in a free trial for a product
  • Trial Expired: Leads that completed a free trial but never converted.
  • Customer: A lead that is a current customer of your service.
  • Canceled: A previously paying customer that canceled the service.
  • Bad Fit: A lead that has been deemed not a good fit for the organizations services.

**For Inbound + Outbound sales the two example statuses can be combined.
 

Opportunity Statuses

Opportunity statuses indicate the stage of a pending deal within the pipeline. Close.io allows you to create custom opportunity statuses, which can help identify very detailed stages of your sales process. Any opportunity statuses, including customized statuses, can be viewed in aggregate on the Opportunities screen.

The default opportunity statuses in Close.io illustrate common deal stages:

  • Active: Indicates that a deal is still active, and in a user's pipeline to close.
  • Won (cannot be removed): Indicates that the opportunity has been closed. Marking opportunities with a 'Won' status will add the value as revenue in Reporting. This status cannot be removed.
  • Lost (cannot be removed): Indicates that the opportunity has been lost. Marking opportunities with a "Lost" status removes the value from any expected revenue. This status cannot be removed.

Common examples of opportunity statuses that identify a stage of the sales process:

  • Demo: Indicating that a product/service demo has been conducted for the lead.
  • Proposal: Indicating that a proposal has been sent to the prospect.
  • Contract: Indicating that a contract is pending, or awaiting signature
  • Negotiation: Indicating that the deal is process of being negotiated.
  • Closed/Won: Indicating that the revenue is booked, but your sales process may not consider it "Won".

Custom Fields

You can instantaneously edit, add, and remove custom fields from the Customizations page. See the Custom Fields FAQ to learn more.

Currency

Close.io doesn't support multiple currencies and their exchange rates just yet. However, you can pick the main currency on the Customizations page and it will be used in various places across the whole application, making the use of Close.io more intuitive.