How to Navigate the 'Deals and Leads' Section in Amwork

1. How to Work in the “Deals and Leads” Section

The structure of Deal and Lead cards is nearly identical, differing only in the stage of progression through the sales pipeline.

Leads can be in the stages of “Inquiry Received” and “Qualified”/“Unqualified.” The remaining stages in the pipeline pertain to Deals.

 Stages of Leads:

1. Inquiry Received: This is the initial stage where the lead is first captured.

2. Qualified: The lead has been assessed and deemed to have potential for conversion.

3. Unqualified: The lead has been assessed and deemed not likely to convert.

Stages of Deals:

Deals move through the following stages after a lead is qualified:

1. Qualified Lead (light green): The lead has been qualified and is ready to move forward in the sales process.

2. Contact Made (yellow): Initial contact has been established with the lead.

3. Proposal Made (red): A formal proposal has been made to the lead.

4. Objections Identified (purple): The lead's objections have been identified and are being addressed.

5. Invoice Sent (blue): An invoice has been sent to the lead.

6. Closed Won (bright green): The deal has been successfully closed.

7. Closed Lost (bright red): The deal did not close successfully.