Deals Pipeline

After each lead converted in a call, a deal is automatically created.


Fields to fill in

OUTBOUND DEAL OWNER : your name
DEAL OWNER : account manager's name
DEAL STAGE : Pending
AMOUT : $1000
SALES OPERATION : Outbound Inhouse


Stages


https://slite.com/api/files/tmILSu79C/Deals.png?apiToken=eyJhbGciOiJIUzI1NiIsImtpZCI6IjIwMjMtMDUtMDQifQ.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoiaFNBR1M2a2t1UCIsImlhdCI6MTcxNDk2Mjk5NSwiaXNzIjoiaHR0cHM6Ly9zbGl0ZS5jb20iLCJqdGkiOiJjMW9PY2dwS0VSc2Y4MyIsImV4cCI6MTcxNzU1NDk5NX0.vYlxysIKIJhf0Va8DOyB_4wrWvQA8iyGj_B0hNgVGjk


https://slite.com/api/files/~MpS6KE4G/Deals.png?apiToken=eyJhbGciOiJIUzI1NiIsImtpZCI6IjIwMjMtMDUtMDQifQ.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoiaFNBR1M2a2t1UCIsImlhdCI6MTcxNDk2Mjk5NSwiaXNzIjoiaHR0cHM6Ly9zbGl0ZS5jb20iLCJqdGkiOiJjMW9PY2dwS0VSc2Y4MyIsImV4cCI6MTcxNzU1NDk5NX0.vYlxysIKIJhf0Va8DOyB_4wrWvQA8iyGj_B0hNgVGjk


https://slite.com/api/files/Hfr7H7zUZ/Deals.png?apiToken=eyJhbGciOiJIUzI1NiIsImtpZCI6IjIwMjMtMDUtMDQifQ.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoiaFNBR1M2a2t1UCIsImlhdCI6MTcxNDk2Mjk5NSwiaXNzIjoiaHR0cHM6Ly9zbGl0ZS5jb20iLCJqdGkiOiJjMW9PY2dwS0VSc2Y4MyIsImV4cCI6MTcxNzU1NDk5NX0.vYlxysIKIJhf0Va8DOyB_4wrWvQA8iyGj_B0hNgVGjk


a. Sales meeting
b. No response sales
c. Not interested →
d. Putting documents together
e. No response admin
f. Not interested
g. Missing documents
h. Pending answer
i. abandoned request - Admin
j. No news
k. Rejected
l. Accord partiel
m. Soon in the BO
n. Accepted