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Pipeline & Follow-Up

Susun prospek dari New hingga Won.

Pipeline default

New Lead → Engaged → Qualified → Follow-Up → Closing → Won / Lost.

Best practice

  • Set next follow-up selepas setiap conversation penting.
  • Tulis note ringkas apa pelanggan perlukan.
  • Assign agent jika ada team.
  • Gerakkan stage berdasarkan tindakan sebenar, bukan tekaan.