Deal Update Form
Enter notes about a recent interaction or follow-up action for this opportunity, and what needs to happen next
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Unique ID
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Recent actions / latest update about this opportunity
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Next Action
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Next Action Due
Use the following fields to update the status of this opportunity
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Select...
Proposal Due
Demo Scheduled
Nurturing--Home
Nurturing--Church
Qualified Lead
New Prospect
Sales Stage
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Check this box when contact has been made the first time (i.e., spoke on the phone or responded to an e-mail)
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Submit
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