Status: Incoming
Quire's List tab:
The main list for all the potential customers
Task description:
- Customer's details
- Customer's reply
- Meeting preparation checklist
Quire's Sublist (Board view):
Each column represents a step in the sales pipeline
- Incoming
- Leads
- Contacted
- Meeting scheduled
- Proposal delivered
- Follow up
- Closed
- Lost
Created by Peggy Dec 17, 2021, Edited Feb 23, 2022