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#57
Nurture New Lead - Fynbos Partners
Mooketsi17 hours ago
Kalahari Ventures
#56
New Lead Qualification - Kalahari Ventures
Mooketsi18 hours ago
Kopano HoldingsMichael
#52
Actionable Client Feedback
Mooketsi18 hours ago
#46
Customer to Fill Form
Mooketsia day ago
David Mokoena
#45
New Lead Qualification - CleanPro
Mooketsia day ago
Due on - 01 Jun
#40
Complete Pricing Proposal
Mooketsia day ago
#45 -01 JunNew Lead Qualification - CleanPro
Sales & Onboarding › Sales Pipeline › Discovery
Sent by Mooketsi Morgan on 30/05/2026 Mooketsi Morgan +3
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DESCRIPTION
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DURATION (HRS)
Hour(s)
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SNO.NAMEACTIVITYDURATIONACTIONS
1Sarah BothaFollow-up email1hCancel
2Sarah BothaProposal prep2hCancel
3Sarah BothaQualification call1hCancel
4Mooketsi MorganCRM data entry & tagging0.5hCancel
5Thabo MolefeClient call notes write-up1.5hCancel
6Lauren MokoenaPricing review2hCancel
TOTAL LOGGED8.0 Hours
Workflow escalation rules
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This section helps you configure escalation actions for this workflow's stages.
Default Due Date Duration (Days)
0
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Stage Name : Request (10)
Stage Name : In progress (20)
Stage Name : Manager review (30)
Escalation 1
Duration (Hrs) For Escalation
24
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Escalation 2
Duration (Hrs) For Escalation
48
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Notify Task Owner
Notify Category Admin
Add Category Admin as Follower
Enable Auto Stage Change
Enable CRM Client Notifications
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Stage Name : Query to requester (30) (End Stage)
Stage Name : Done (40) (End Stage)
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