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  1. Financial
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  • Financial
    • Chance
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  1. Financial

Chance

This resource is a lead connected to a customer. This lead will be placed onto your pipeline grid for a clear view of in which stage your leads are in. With this overview you will have great insight in all ongoing activities in your company.
The pipeline is divided in 5 stages. Dependent on how you've named your pipeline stages you will be able to see the status of your ongoing leads.
Leads can become more detailed with the use of additional fields as for example adding the source of the lead.
Common lead sources
LinkedIn
Cold acquisition
Partners
Website
Google Ads
Modified at 2025-01-30 13:39:31
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