Client pipeline
The next scheduled conversation with each organisation. Set the next meeting on the org record and it shows here and on Home.
One row per organisation. Whoever has the conversation logs it: stage, contacts, comments and the next meeting, on the day it happens. Open a row for the full record.
Organisation ⇅ Stage ⇅ Industry Contacts Funnel ⇅ $ Potential/yr ⇅ Notes Next meeting ⇅ Updated ⇅
Loading organisations…
Stages select any that apply
Source
Industry
Organisation size
Executive sponsor
Next meeting
Approvals
Contacts
Funnel
Notes
Specific needs
Q&A / comments