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The Digital Agency Operating System
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Sales Setup

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Sales

An overview of sales & opportunities

Year:
2022
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First-Time Setup :
Clear All Opportunities
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⁠

Remove this when you are done

Open Opportunities - Pipeline:
Current Customer
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Stage
Name
Company
Win Probability
Primary Contact
Project Type
Status
Billing
Close Date
Assignee
Monetary Value
Lead
0
Prospect
0
Pitch
0
Proposal
0
Negotiation
0
Won
0
On Hold
0
Lost
0
Abandoned
0
Idea
3
Proposal
0
Negotiation
1
Social Media Campaign
Apple
90%
Steve Jobs
Retainer
​
Monthly
25/12/2022
Rebecca Smith
​
Won
0
On Hold
1
Website Update
HP
​
David Packard
Project
​
Full
23/12/2022
Michael Warner
​
Lost
0
Abandoned
0
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Opportunities

Opportunities over the Year
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Year: 2022
First-Time Setup : Clear All Opportunities
Open Opportunities - Pipeline: Current Customer
Opportunities
Opportunities over the Year
Open Opportunities by Type
Won Opportunities by Type
Lost Opportunities by Type
Abandoned Opportunities by Type
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