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Sequences
define the steps of the sales pipeline
Export
Import
Total Entries
12
Active Rows
12
Reconciled / Posted
0
Ledger Balance
$0.00
#
Record / Name
Type
Status
Assigned Team / Owner
Due / Date
Actions
1
New
Workflow
Active
Scranton Sales
—
Open
Del
2
Qualified
Workflow
Active
Scranton Sales
—
Open
Del
3
Needs Analysis
Workflow
Active
Scranton Sales
—
Open
Del
4
Proposal/Quote Sent
Workflow
Active
Scranton Sales
—
Open
Del
5
Negotiation
Workflow
Active
Scranton Sales
—
Open
Del
6
Verbal Agreement
Workflow
Active
Scranton Sales
—
Open
Del
7
Contract Sent
Workflow
Active
Scranton Sales
—
Open
Del
8
Won
Workflow
Active
Scranton Sales
—
Open
Del
9
Lost
Workflow
Active
Scranton Sales
—
Open
Del
10
On Hold
Workflow
Active
Scranton Sales
—
Open
Del
11
Renewal Upcoming
Workflow
Active
Scranton Sales
—
Open
Del
12
Churned
Workflow
Active
Scranton Sales
—
Open
Del