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Client Sales

Sales Pipeline
Lead Pipeline

Lead Action Assigned


Stage Source Budget Last Contact Next Contact
Name Type
Notes To

Carlos Outbound New Lead LinkedIn $5,000.00 @September 4, 2023 @September 13, 2023 @
Diaz

Ben
Inbound Proposal Sent Twitter $10,000.00 @September 5, 2023 @September 11, 2023 @
James

Meetings Documents
Lead Pipeline Company Wiki

Lead Action Assigned Area


Name Stage Source Budget Last Name
Contact Department
Next Contact
Type
Notes To
Sales Client Sales Sales @
Carlos Outbound New Lead LinkedIn $5,000.00 Script 4, 2023 @September 13, 2023 @
@September
Diaz

Ben On-
Inbound Proposal Sent Twitter $10,000.00 @September Client Sales Sales @
James Call 5, 2023 @September 11, 2023 @
Guide

Client Sales 1

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