Sales Pipeline | BA Business Development Engine

New Inbound

Stage notes

Attempting Contact

Stage notes

Nurturing

Stage notes

Appointment Scheduled

Stage notes

Once the user creates an appointment, the deal moves here:

immediately:  calendar event for the appointment.
appointment confirmation email goes to the prospect's email

Pre-appointment reminders for prospect:
Implement similar logic for auto-reminders in maintenance system.  day before and day of reminder emails.   Both emails have link to the created Zoom appointment if on Zoom.

Pre-appointment reminders for User:  SMS message to their phone.  Email reminder.  We could potentially create a small notifications bell icon somewhere in the sidebar if we think we'll have numerous types of notifications.

If an outbound call results in an appointment, it enters the pipeline here.

After an appointment is over, if on our embedded Zoom OR appointment phone link, the user is prompted to answer a result prompt that correlates to a new deal stage.  They also complete appointment notes.  AI transcription and summary are produced and stored in the appointment section.  Optional:  Thumbnail link to the appointment is available in the appointment section OR is available in a manager page.

NOTE: if appointment did not happen on embedded zoom or scheduled appointment phone link, a task is created for the user to fill in appointment result, notes, etc.

Result of appointment:
Wants to sign on - Deal goes to ready for PMA.  
Want to think about it - Working Deal
Does not want to sign - Archived - Declined status
Prospect did not answer - Deal back to Nurturing stage.

Working Deal

Stage notes