Pipeline

Sales motion by stage — board or table view

15 opportunities across 13 stages

New Lead

2

ZZTEST-AGENT-crmwrite

0cold

ZZTEST-AGENT-crmwrite — New Opportunity

QA Demo: Bistro One

13cold

QA Demo: Bistro One — Opportunity

$95,000/mo

Contacted

1

QA Demo: Metro Retail Co

38cold

QA Demo: Metro Retail Co — Opportunity

$210,000/mo

Qualified

1

QA Demo: Summit Services LLC

13cold

QA Demo: Summit Services LLC — Opportunity

$78,000/mo

Statement Requested

1

QA Demo: Harbor Seafood

38cold

QA Demo: Harbor Seafood — Opportunity

$320,000/mo

Statement Received

1

QA Demo: Valley Auto Parts

43warm

QA Demo: Valley Auto Parts — Opportunity

$145,000/mo

Analysis Complete

2

QA Demo: Low Margin Cafe

13cold

QA Demo: Low Margin Cafe — Opportunity

$52,000/mo

QA Demo: Prairie Dental Group

13cold

QA Demo: Prairie Dental Group — Opportunity

$89,000/mo

Solution Designed

1

QA Demo: Lakeside Fitness

58warm

QA Demo: Lakeside Fitness — Opportunity

$112,000/mo

Proposal Sent

1

QA Demo: Urban Eats Group

73hot

QA Demo: Urban Eats Group — Opportunity

$275,000/mo

Proposal Viewed

1

QA Demo: Coastal Boutique

53warm

QA Demo: Coastal Boutique — Opportunity

$68,000/mo

Negotiation

1

QA Demo: Northstar Medical

73hot

QA Demo: Northstar Medical — Opportunity

$198,000/mo

Application Started

1

QA Demo: Golden Gate Catering

73hot

QA Demo: Golden Gate Catering — Opportunity

$156,000/mo