Account
Account status
Checkbox
Contact
Deal lead
Mariano Due
July 7, 2023
ID
1
Last edited by
mmoreraLast edited time
Sep 14, 2024 3:56 PM
Quote ($$)
21000
Related to Accounts (1) (Pipeline)
Status
Proposal sent
To optimize the system, use relationed databases to add the account and contact related to this deal, as well as fill-up the blank properties such as quote ($$), or deal lead.
Sales phases
First contact
Discovery meeting
Qualified prospect
Proposal sent
Procurement
Deal closed (won/lost)
Notes about the deal
xx
Log activity
Idea: automatizar crear BD