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
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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)
Use the following fields to update the status of this opportunity
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Select...
3--Schedule Demo
9a--Nurturing--Home
9b--Nurturing--Church
9x--Paused by customer request
Closed - Disqualified
Closed - Lost
Sales Stage
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Select...
Went to competition
Referred to another dealer
Acquired organ independently
Disqualify--budget / price
Disqualify--not in market at this time
Canceled / unresponsive
Loss Reason
Provide the name of the competitor for deals with loss reason "Went to competitor"
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Competition
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Submit
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