If you’re new to ChartMogul CRM, review our setup guide.
This glossary defines common terms you might encounter while using ChartMogul CRM.
For definitions of common terms you might encounter while using ChartMogul and our Help Center, review our ChartMogul Glossary.
Abbreviation for Customer Relationship Management. A system for managing interactions with past, current, and future customers. In the context of ChartMogul, this refers to our CRM software. Learn more.
An estimated date of when you expect the prospect or customer to purchase your product/service.
A chance to sell your product/service and a potential source of new or additional revenue. For example, a qualified lead who has the potential to become a new subscriber or a current subscriber who’s interested in additional products/services. Learn more about creating and managing opportunities.
The primary salesperson responsible for the opportunity.
The steps your team follows as they pursue each opportunity from inception through close. For example: discovery, evaluation, negotiation, closed won/lost. Stages are specific to each sales pipeline. Learn about setting up sales pipelines.
An estimate (as a percentage) of how likely you’ll successfully close the opportunity. As opportunities progress through the sales process, their win likelihood typically increases. An opportunity’s win likelihood is multiplied by its value for the Deal Stage Probability forecast.