Record the requirements.
Create an opportunity linked to a customer and specific product.
See the actual stepsOpportunity stage records
One inquiry.Every stage has a place.
Separate ongoing inquiries from confirmed sales to keep managing progress.
01 · Start from
Current business information
Create an opportunity linked to a customer and specific product.
02 · Continue handling
Review and preparation
Record genuine progress through needs, qualification, quotation and negotiation.
03 · You decide
Check, then continue
Confirm a won, lost or archived outcome and retain the reason.
Feature workflow illustration. No corresponding result screenshot is currently available. This is not completed business or an AI-generated result.
See this feature's highlights.
real work.
Details worth exploring.
Continue quotations and negotiations.
Record genuine progress through needs, qualification, quotation and negotiation.
See the actual stepsExplicitly confirm the sales outcome.
Confirm a won, lost or archived outcome and retain the reason.
See how to checkRecord the requirements.
Continue quotations and negotiations.
Separate ongoing inquiries from confirmed sales to keep managing progress.
This feature's focus4
open-opportunity stages
Source: discovery, qualification, solution quotation, and negotiation. Closed sales and open amounts are recorded separately.
Complete steps
From the start.
To the next step.
Move through 4 active stages: need discovery, qualification, proposed quotation and negotiation. Keep events and confirm won, lost or archived outcomes. Quoted amounts are counted separately from sales.
01
Create an opportunity linked to a customer and specific product.
02
Record genuine progress through needs, qualification, quotation and negotiation.
03
Confirm a won, lost or archived outcome and retain the reason.
Explain the feature through real work
This time.
has a place.
Suppose a customer has received a proposal but has not confirmed the purchase.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultCount the quoted amount directly as sales revenue.
Retain the quotation stage and relevant events until the actual outcome is confirmed.
When to use it
Prepare first.
Make this task specific.
As an inquiry progresses, use an opportunity to record the product, stage events and final outcome separately.
Opportunity context
the associated customer and specific product.
Evidence of progress
actual events involving needs, qualification, quotation or negotiation.
Understand the tool and human handling separately
What the tool handles.
What you decide.
Record the requirements.
Separate ongoing inquiries from confirmed sales to keep managing progress.
Record genuine progress through needs, qualification, quotation and negotiation.
3 key points.
After confirmation, continue.
- The 4 active stages represent different levels of business progress.
- Inquiry amounts and completed-sale amounts are not interchangeable.
- Confirm a won, lost or archived outcome explicitly, with a reason.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
Connect the work from step to step
Make this step clear.
Connect the next step.
Continue recording negotiation or execution actions. Once the outcome is clear, save its reason so reports can read it under the defined rules.
Return to Xunqi and CRM customer management for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
An opportunity amount is a record for that stage only. A sale must be explicitly confirmed from actual business.
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Follow-up tasks and reminder rules
Turn 'remember to contact them' into work assigned to a person and a date.
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