Organizing Your Opportunities by Stage

Keeping track of your deals can be hard. This is especially true when you are working with multiple deals and long sales cycles. So much can happen at any moment and you really can't remember it all. So how do you organize all your deals, and how do you keep track of what stage they are in?

Daylite offers a feature called Pipelines that makes it easy to track each deal by Stage, and then another feature called Smart Lists that allows you to segment your Opportunities by Pipeline Stage so you can see at a glance where all of your deals are at.

For more information about Pipelines, check out the article Streamlining Your Sales Process .

What You'll Learn

Segmenting Your Opportunities by Stage

Smart Lists are ideal for organizing your Opportunities because they update automatically as your Opportunities move through the Pipeline.

  1. Choose All Opportunities from the Daylite Sidebar, then click the Filter button. Daylite window showing filter button
  2. Change the first filter option to Pipeline & Stage.
  3. Choose your Pipeline and then select the first Stage in the Pipeline.
  4. Change the second filter option to State is not Lost and remove the remaining filter options.
  5. Click Save as Smart List and name the list after the Stage you selected in step 3. Filter window showing settings
  6. Now you want to create a new Smart List for each of the other Stages in your Pipeline. Control-click or right-click on the Smart List you just created and click Duplicate Smart List. Daylite Sidebar showing Duplicate Smart List option
  7. Change the Stage filter to the second Stage of your Pipeline. Repeat these last two steps for each Stage in your Pipeline. Daylite Filter showing Stages option

Organizing Your Smart Lists into a Folder

Now that you have created a Smart List for each Stage in your Pipeline, you can organize them into a folder.

  1. Choose All Opportunities from the Daylite Sidebar, Click the + button in the lower left corner, and select New Folder. Daylite Sidebar selecting New Folder option
  2. Name the New Folder after the name of your Pipeline. Daylite Sidebar showing naming New Folder
  3. Drag and drop your new Opportunity Smart Lists into the New Folder. Daylite Sidebar showing Smart List Stages in Folder

Use the arrow next to the Smart List folder you just created to close or expand it.

Wrap Up

Pipelines make it easy to keep track of what Stage a deal is in, but when you have multiple deals at a time, keeping track of them all can be tough. With the Smart Lists you just set up, you can easily spot how many deals you have in any given Stage and act on them accordingly, whether they are awaiting a proposal, needing to be followed up on, or are ready to close.

If you found this article helpful, you might also like learning How to Track How Many Deals Are in your pipeline will help increase your productivity.