New engagement pipeline setup
Intro
Stages
Checklist
Forms
Visible Tabs
Subtask Configuration
Client Notifications
Escalation Actions
Email Templates
Finish
Order i
Stage Name i
Button Name i
Assignees i
Select
Is End State?
Estd. Duration (Days)
Add
#ORDER  STAGE
BUTTON
TRIGGERS
ASSIGNEES
IS END STAGE?
ESTD. DURATION
NEXT STAGE OPTIONS i
OPTIONS
10New enquiry received
Start
0 Triggers
Lauren, Mooketsi & 1 more..
NO
1 Day
20Discovery call
Mark complete
1 Triggers
Category Members
NO
2 Days
30Proposal sent
Mark sent
1 Triggers
Category Members
NO
3 Days
40Negotiation
Follow up
0 Triggers
Category Members
NO
50Won, kick off engagement
Mark won
1 Triggers
Category Members
YES
50Lost, archive
Archive
0 Triggers
Category Members
YES