#13: Customer Relationship Pipeline
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