[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"cms-entry-help-sales-process-stages-and-reasons-en":3},{"message":4,"data":5,"success":40},"OK",{"id":6,"entry_type":7,"locale":8,"slug":9,"title":10,"summary":11,"body":12,"blocks":13,"author_name":14,"published_at":15,"updated_at":15,"data":16,"category":14,"tags":17,"related":18,"alternates":31,"seo":36,"cover":14,"media":39,"preview":38},28,"help","en","sales-process-stages-and-reasons","Sales Process: Stages, Required Steps and Win\u002FLoss Reasons","Set up opportunity stages, sales path guidance, win\u002Floss reasons and territory-based automatic assignment.","> The CRModular interface is currently in Turkish. Menu and button names are shown in **bold Turkish** with an English explanation in brackets.\n\n## 1. Sales path\n\nUnder **Ayarlar → Satış Yolu** (Settings → Sales path), add guidance and **required steps** to each opportunity stage. An opportunity cannot move to the next stage until its required steps are done.\n\nStandard stages and automatic probabilities:\n\n| Stage (shown in Turkish) | Probability |\n|---|---|\n| Prospekt (Prospecting) | 10% |\n| Nitelik (Qualification) | 25% |\n| Analiz (Needs analysis) | 40% |\n| Teklif (Proposal) | 60% |\n| Müzakere (Negotiation) | 80% |\n| Kazanıldı \u002F Kaybedildi (Won \u002F Lost) | 100% \u002F 0% |\n\n> New companies do not get a sample sales path; set it up for your own process.\n\n## 2. Win and loss reasons\n\nUnder **Ayarlar → Kazan\u002FKaybet Nedenleri** (Settings → Win\u002Floss reasons) add reasons such as price, competitor chosen, no budget, project postponed, product fit. Choosing a reason is mandatory when a deal is lost; track the distribution on the **Kazan\u002FKaybet Analizi** (Win\u002Floss analysis) screen.\n\n## 3. Routing and automatic assignment\n\nUnder **Ayarlar → Yönlendirme** (Settings → Routing):\n\n- **Territories:** a territory tree (e.g. Marmara, Aegean, Central Anatolia) and its members.\n- **Routing rules:** e.g. lead · city = İzmir → Aegean territory. Rules with a lower priority number run first.\n- **Assignment groups:** Round Robin, Least Busy, Random or Manual.\n\nLeads, accounts, opportunities and cases that arrive without an owner are assigned by these rules.\n\n## Check\n\nCreate a lead with city İzmir and no owner; it should be assigned to a rep in the Aegean territory.\n\n## Tracking opportunities\n\nOn **Satış Yönetimi → Fırsatlar** (Sales → Opportunities) switch between **Tablo** (table), **Kanban** and **Takvim** (calendar) views.\n",[],null,"2026-10-03T17:31:38.043Z",{},[],[19,23,27],{"slug":20,"title":21,"summary":22,"entry_type":7},"getting-started-setup-guide","Getting Started: Set Up Your Account Step by Step","From sign-up to go-live: a starter guide to which settings to configure in which order, and how to check each step.",{"slug":24,"title":25,"summary":26,"entry_type":7},"company-settings-and-security","Company Settings and Security (Including Two-Factor Authentication)","Set time zone, currency, password policy, session timeout and two-factor authentication, and reset 2FA for a user who lost their phone.",{"slug":28,"title":29,"summary":30,"entry_type":7},"users-roles-and-permissions","Users, Roles and Permissions","Use the role hierarchy, profiles, permission sets and sharing rules to decide who can see and edit which records.",[32,35],{"locale":33,"slug":34},"tr","satis-sureci-asamalar-ve-nedenler",{"locale":8,"slug":9},{"title":37,"description":11,"canonical_url":14,"noindex":38,"og_image":14},"Sales Process: Stages, Required Steps and Win\u002FLoss Reasons | CRModular Help",false,{},true]