Pre-Customer Stages

Before a Customer becomes a customer in iPath, they go through various stages in the Sales Cycle.  At vCom the sales cycle is defined as follows:

Lead - leads are contacts or companies that a Sales Associate is working to identify as a future customer.  A Lead can contain minimal information, either just a contact name and/or a Company name and phone number.

A Lead remains as a Lead until such time as a Funnel item is added to it.

Prospect - A Lead turns into a Prospect when a Funnel item has been added to it.  So, by definition a Prospect must have a Funnel item added to it.  A Prospect remains as such until a Quote is added to it.

Opportunity - A Prospect is converted to an Opportunity when a Quote is added to it.  Again, by definition then, all Opportunities are all potential customers that have Quotes against them.

Customer - An Opportunity is converted to a Customer upon the promotion of the first order to Provisioning.