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A stage describes the customer’s current position in the sales process. Keeping it accurate helps you plan follow-ups and gives your manager a reliable view of the pipeline.
Valuez AI Update Stage form

Update Stage form

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Update a customer stage

  1. Open Call Logs.
  2. Select the customer.
  3. Tap Update Stage.
  4. Choose the stage that best describes the current position.
  5. Select the call status.
  6. Add a concise remark and any useful tags.
  7. Schedule a follow-up if you agreed on one.
  8. Save the change.

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Choose the right stage

Your company may use the stages slightly differently. Follow the process given by your manager, and add a remark whenever the reason is not obvious.

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Call status and stage are different

Call status describes one call. Stage describes the overall customer relationship. Examples:
  • A call can be Busy while the customer remains Interested.
  • A call can be Connected while the customer moves from Qualified to Negotiation.
  • A Wrong Number status may require corrected CRM data or closure based on company policy.
Do not move a customer backward or close an opportunity based only on a missed call.

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Prepare a quotation

When you select Quotation, product controls become available.
  1. Select Quotation as the stage.
  2. Open Product List.
  3. Select the products discussed with the customer.
  4. Complete the available quantity, price, or product information required by your workspace.
  5. Choose the correct call status.
  6. Add a remark that records the customer’s request and any agreed deadline.
  7. Tap Preview Quotation and review the details.
  8. Correct any mistake before saving or continuing.
Quotation stage with product list and preview quotation

Quotation product selection and preview

Always verify the customer name, selected products, quantities, prices, taxes, and contact details before sharing a quotation. The saved call summary is a reference; your reviewed quotation is the business record.

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Write useful remarks

A good remark records the decision and next action:
  • Needs quotation for 10 units; send by 4 PM today.
  • Price discussion in progress; manager approval needed for discount.
  • Quotation shared; follow up Monday at 10:30 AM.
Avoid vague remarks such as done, talked, or call again.

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Before marking Converted or Lost

For Converted, confirm the success condition used by your company, such as an accepted quotation or completed order. For Lost, record the reason so the team can understand what happened.

Check device and recording readiness

Review network, SIM, battery, permissions, and call-recording status.