CRM Stage Information for Accounts
CRM Stage information is available in your account lists and conveys which stage an account is in your CRM. This can help you:
Understand if an account is in your CRM
Understand which stage of the sales pipeline an account is in.
Decide whether you need to add missing accounts to your CRM
Decide to re-organize accounts in segments based on their CRM Stage (specific pipeline stage).
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CRM Stage information is available to view, sort and filter in the N.Rich platform under:
Accounts List in Segments
Account List in Manage all accounts (Segments)
Account List in Intent Reports
Account List in Account Search results page
CRM Stage Evaluation
You can hover over the CRM Stage for a particular account to see more information about the given stage in a tooltip. The CRM Stage is evaluated based on your CRM data and accounts are categorized into one of 6 phases based on our CRM Stage categorization definition below:
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CRM Stage
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Definition
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New prospect
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There are no won opportunities for the account and it’s not found from CRM yet
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In CRM
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Account that is in CRM, but:
Has no won opportunities
Has no open opportunities
Has no lost opportunities during past 6 months
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Pipeline
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Account that has at least one open opportunity, but no won opportunities
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Client
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Accounts with at least one won opportunity
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Client pipeline
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Account that has at least one won opportunity and at least one open opportunity
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Recently lost
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Account that has lost opportunity during past 6 months, but no won opportunities
Prerequisites
Customers need to have an active CRM integration and enable the pulling of opportunity data through their CRM integration settings.
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Notes
If no CRM integration has been configured for your account, the CRM Stage will display a '-' in the cell with a tooltip suggesting to enable a CRM integration.
Data Update Frequency - CRM Stage data for all accounts are updated at least once per day.
FAQ’s
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New Prospect
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In CRM
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Pipeline
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Client
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Client pipeline
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The article is now available here: https://n.rich/en/knowledge-base/understanding-crm-stages