Sales Pipeline

Stages

The board's columns. A stage is a label; the workflow decides when a deal moves.

The workflow, step by step

Every step is a node in the template. Automatic steps run on their own. The highlighted ones park the deal until a person acts.

1. 1Trigger
   Enquiry arrivesA form fill, a referral, or a reply to outbound.
2. 2Automatic
   Send an introEmail to the prospect: Thanks for getting in touch.
3. 3Automatic
   Mark contactedStage set to Contacted.
4. 4Wait
   Wait for a replyParks until a reply arrives, up to 72 hours.Reply → step 5 · No reply in 72 hours → step 11
5. 5Automatic
   Send the proposalEmail to the prospect: Proposal for Company.
6. 6Automatic
   Mark proposal sentStage set to Proposal Sent.
7. 7Approval
   Did they sign?The rep records the outcome; the board reflects it.Approved → step 8 · Rejected → step 10
8. 8Automatic
   Welcome themEmail to the prospect: Welcome aboard.
9. 9Resolve
   Close as wonStage set to Won.
10. 10Resolve
    Close as lostA real outcome, not a failure. The board needs it to be honest.
11. 11Automatic
    Follow up onceThe exception path: one polite nudge, not a sequence.
12. 12Wait
    Wait againParks until a reply arrives, up to 168 hours.Reply → step 5 · No reply in 168 hours → step 10

Automatic runs on its ownApproval a personBranch a rule decides

What every deal carries

Fields, the people involved, and one of the emails the workflow sends. Change any of it after you create the workspace.

Hi,

Thanks for reaching out about Company.

You said you're looking at:
What they need

Is there a good time this week for a short call?

Sales