How to Run a Simple Sales Process

Run a simple sales process in Piraja CRM from lead to close: capture as contact + opportunity (Lead), move through Qualification, Proposal, Negotiation, then Won or Lost. Use tasks at each step.

What we mean by a simple process

A simple sales process is one you can run without complex stages or workflows. In Piraja you use six stages: Lead, Qualification, Proposal, Negotiation, Won, Lost. You capture every lead as a contact and an opportunity, move the opportunity through the stages as the deal progresses, and use tasks for every follow-up. No extra configuration—just the pipeline and tasks.

Step 1: Capture (Lead)

When a new lead comes in (inquiry, form, call, email):

1. Create an Individual (and Organization if B2B) and link them.
2. Create an Opportunity and link it to that contact. Set the stage to Lead.
3. Create a Task linked to the opportunity with the first follow-up (e.g. "Call back tomorrow") and a due date.

The lead is now in the Pipeline. See How to Manage Leads in a CRM.

Step 2: Qualification

When you've confirmed they have a need, budget, and authority (or are clearly a fit):

1. Move the opportunity from Lead to Qualification (drag on the pipeline or edit the stage).
2. Add a task for the next step (e.g. "Send info pack", "Schedule demo").
3. Update value and probability if you have a better estimate.

Discovery and demos happen in this stage (and in Proposal); you don't need a separate "Discovery" stage—use Qualification and Proposal to reflect where the deal is.

Step 3: Proposal

When you've sent a proposal or quote:

1. Move the opportunity to Proposal.
2. Add a task (e.g. "Follow up on proposal by Friday").
3. Set or update expected close date and probability.

Keep the stage updated so the pipeline shows how many deals are waiting on a proposal response.

Step 4: Negotiation

When you're discussing terms, pricing, or contract:

1. Move the opportunity to Negotiation.
2. Add tasks for any follow-up (e.g. "Send revised terms", "Call to close").
3. Update value if the deal size changed.

Move to Won or Lost as soon as the deal is decided.

Step 5: Won or Lost

When the deal is over:

1. Move the opportunity to Won (deal closed successfully) or Lost (deal did not close).
2. No further action on that opportunity. You can add a note on why it was lost if that helps.

The pipeline then reflects only active deals; won and lost deals are in their own columns for reporting.

Tasks at every step

The process stays simple when you add a task at every step. Every time you say "I'll follow up" or "I'll send that," create a task linked to the opportunity with a due date. That way:

• You never forget the next step
• The team sees what's due
• Stalled deals show up as overdue tasks

See How to Avoid Lost Leads and How to Use Tasks with Your Pipeline.

Frequently asked questions

Do I need a "Discovery" or "Demo" stage?

In Piraja there are six fixed stages. Use Qualification for discovery and early demos, and Proposal once you've sent a formal proposal. That keeps the process simple without extra stages.

How often should I move deals?

Move the stage as soon as the real-world step is done. If you sent the proposal today, move to Proposal today. That keeps the pipeline and forecast accurate.

Who can I contact for help?

Contact support at support@piraja.io.

Conclusion

Run a simple sales process by capturing every lead as a contact and opportunity (Lead), moving through Qualification, Proposal, and Negotiation, then Won or Lost. Add a task at each step so nothing is forgotten. For more, see What Are Sales Pipeline Stages?, Your First Deal, and How to Track Leads from First Contact to Deal.