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Write a stage criterion for the sales inspector
The criterion becomes available to the sales inspector’s classification.
Before you start
- An existing pipeline available to your account.
Step by step
Open Pipeline, Stages and the stage settings.
In the inspector criterion field, describe objective conversation signals that indicate this stage.
For example: the customer confirmed interest and requested a proposal but has not received a quote.
Save and repeat for other stages with distinct criteria.
Check your result
The criterion becomes available to the sales inspector’s classification.
What you need to know
- This field describes the stage; it does not enable all inspector features by itself.