Feature Overview

The Inactive Sales Stages setup enables administrators to map inactive sales stages from your CRM to active sales stages. This mapping ensures that historical opportunity data associated with inactive stages can still be properly categorized and reported using active stage definitions, maintaining data consistency and accurate analytics across your sales pipeline.

How It Works

The interface displays a comprehensive table of all inactive sales stages from your CRM system, showing each inactive stage alongside a dropdown selector for mapping it to an active stage. Administrators can map inactive stages by selecting an active stage from the dropdown to establish the mapping relationship. This ensures historical data is properly categorized under the correct active stage for reporting purposes. Selecting "exclude" from the dropdown excludes the inactive stage from all reporting and analysis.

When mappings are created or updated, they are immediately saved and applied to the organization's stage mapping configuration, ensuring consistent data handling across all TruSales features.

Use Cases

• For Admins: Maintain data consistency when CRM stages become inactive, ensuring historical opportunities are still properly categorized in reports and analytics.
• For Sales and Revenue Operations: Preserve the integrity of historical sales data by mapping retired stages to their appropriate active equivalents, enabling accurate trend analysis and performance reporting.
• For Forecasting Teams: Maintain consistent forecasting models by ensuring all historical opportunity data is properly mapped to current stage definitions.

See It in Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Active CRM instance integration properly configured and synced with sales stages available
• Understanding of organizational sales process and stage relationships
• Knowledge of which inactive stages should map to which active stages

Highlights

• Dropdown-based mapping interface for easy stage relationship configuration
• Visual distinction between mapped and unmapped inactive stages
• Flexible mapping allows excluding inactive stages entirely from analysis

Need Help?

Contact your Customer Success Manager for help configuring inactive stage mappings or troubleshooting historical data categorization issues, or TruSales Support if you experience any technical issues with this page.