Sales Pipeline
| Item |
Deal Name
|
Company
|
Status
|
Deal Value
|
Owner
|
Email
|
Phone
|
Close Date
|
Priority
|
Notes
|
Research
|
||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
New Leads
10 items
|
|||||||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
⋮⋮
|
contacted |
$
|
 John Smith |
medium |
Assign |
||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
⋮⋮
|
new |
$
|
 Emma Wilson |
low |
Assign |
||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
⋮⋮
|
new |
$
|
 Sarah Miller |
high |
Assign |
||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
Qualified
2 items
|
|||||||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
Proposal
2 items
|
|||||||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
Negotiation
1 item
|
|||||||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
Closed Won
2 items
|
|||||||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
⋮⋮
|
Set Status |
$
|
Assign |
Set Status |
Assign |
||||||||
|
Closed Lost
0 items
|
|||||||||||||