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Funnels by person

1.Sales Development Rep (SDR) Funnel

Untouched: Prospect in Pipedrive with all the required contact info. No sales activities have occurred on prospect 

Contacted: Sales activities have begun into this prospect. ie: call, email, LinkedIn message 

Responded: Prospect has responded

Executed Call: A qualification call with prospect has occurred 

Qualified: Prospect meets qualification criteria according to the SDR

2.Account Executive (AE) Funnel 

SDR Qualified: The SDR added this deal to the AE’s funnel at this stage to begin the closing process. 

AE Qualified: The AE has evaluated the opportunity and deemed it qualified 

Call/Demo: AE has executed a call and/or demo in regards to the opp

Negotiation: AE is finalizing terms on deal 

Contract Out: Terms are finalized & paperwork is out Closed: All paperwork is finalized and AE’s work is done

3.Account Manager (AM) Funnel

Untouched: New customer. No upselling or crosselling activities have occurred on prospect.

Contacted: Sales activities have begun into this customer. ie: call, email, LinkedIn message

Negotiation: AM is finalizing terms on deal

Contract Out: Terms are finalized & paperwork is out Closed: All paperwork is finalized and AM’s work is done

Closed: closed

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