During the course of a sales process, a media campaign runs through different stages.The media campaign's probability depends on its stage.
Display of Stage and Probability
The media campaign's stage and probability are displayed in the Media Campaign Details.
To change the media campaign's stage, doubleclick on the stage's value, click on Edit or use the Lightening Path.
Enter Reason for Refusal
In case the customer refuses the offer, enter a reason for refusal. Choose a value from the picklist.
After finishing the changes made to the campaign's stage, click the Save button.
The media campaign's probability will be calculated automatically after you have saved the new stage. The default probabilities for the available stages are as follows:
- First contact - 5%
Initial Offer (w/o request) - 10%
Stage 20% - 20%
Stage 25% - 25%
Alternative quote - 30%
Stage 40% - 40%
Offer on Request - 50%
Stage 60% - 60%
Showed interest - 70%
Stage 75% - 75%
Positive Feedback (Agency/Advertiser) - 80%
Stage 90% - 90%
Booked - 100%
IO received - 100%
- Out of date - 0 %
Offer denied - 0 %