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Two sides of the pipeline. Pick where you're working.
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Prospecting
Active Leads
Contact, discussing, negotiating. The deals still being won.
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Open leads
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In Production
Active Deals
Won work moving through pre-pro, editing and delivery.
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Active deals
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Active Leads
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Revenue Ledger
New Lead
Creates it in
Active Leads
on Monday. Team fields only — no pricing.
Name *
Type
Deal status
Priority
Production stage
Assigned to
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Sales person
Updates — posts a note into Monday
Your name (tags the update)
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