Define Sales Team ir.actions.act_window crm.case.section form tree,form Define sales teams to structure your sales organization and assign users to each team. You should also define the sales stage to each team. As an example, if you use Solutions Selling techniques to track your opportunities, you can assign the following stage to the team: Territory, Qualified, Qualified Sponsors, Proposition, Negociaton, Won/Lost. 10 Review Sales Stages ir.actions.act_window crm.case.stage form tree,form Stages will allow salesmen to easily track how a specific opportunity is positioned in the sales cycle. In order to efficiently manage your sales pipeline, it's important to define conditions to go to the next step. Example: to set an opportunity as 'Qualified', you must set the "Expected Revenue" and the "Expected Closing Date." You should also have a look at the tooltip of the field "Change Probability Automatically". 10