Gallery
The Digital Agency Operating System
Share
Explore

icon picker
Sales

An overview of sales & opportunities

Year:
2022

minus

First-Time Setup :
Clear All Opportunities

Remove this when you are done

Open Opportunities - Pipeline:
Current Customer

Stage
Name
Company
Win Probability
Primary Contact
Project Type
Status
Billing
Close Date
Assignee
Monetary Value
Lead
0
Prospect
0
Pitch
0
Proposal
0
Negotiation
0
Won
0
On Hold
0
Lost
0
Abandoned
0
Idea
3
Proposal
0
Negotiation
1
Social Media Campaign
Apple
90%
Steve Jobs
Retainer
Monthly
25/12/2022
Rebecca Smith
Won
0
On Hold
1
Website Update
HP
David Packard
Project
Full
23/12/2022
Michael Warner
Lost
0
Abandoned
0

Opportunities

Opportunities over the Year
7


Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.