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.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoiaFNBR1M2a2t1UCIsImlhdCI6MTc1MTYzMzgyMywiaXNzIjoiaHR0cHM6Ly9zbGl0ZS5jb20iLCJqdGkiOiJDWGw2dVZQTXlVVE0zQSIsImV4cCI6MTc1NDIyNTgyM30.ZoxCWTpoT9dkO_xUrOJDOqyu9QERmd4MkoRUjKSD5Mc

https://slite.com/api/files/~MpS6KE4G/Deals.png?apiToken=eyJhbGciOiJIUzI1NiIsImtpZCI6IjIwMjMtMDUtMDQifQ.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoiaFNBR1M2a2t1UCIsImlhdCI6MTc1MTYzMzgyMywiaXNzIjoiaHR0cHM6Ly9zbGl0ZS5jb20iLCJqdGkiOiJDWGw2dVZQTXlVVE0zQSIsImV4cCI6MTc1NDIyNTgyM30.ZoxCWTpoT9dkO_xUrOJDOqyu9QERmd4MkoRUjKSD5Mc

https://slite.com/api/files/Hfr7H7zUZ/Deals.png?apiToken=eyJhbGciOiJIUzI1NiIsImtpZCI6IjIwMjMtMDUtMDQifQ.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoiaFNBR1M2a2t1UCIsImlhdCI6MTc1MTYzMzgyMywiaXNzIjoiaHR0cHM6Ly9zbGl0ZS5jb20iLCJqdGkiOiJDWGw2dVZQTXlVVE0zQSIsImV4cCI6MTc1NDIyNTgyM30.ZoxCWTpoT9dkO_xUrOJDOqyu9QERmd4MkoRUjKSD5Mc

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