CRM & Sales · Workflow
Deal progression to won or lost
Deals move through stages with required fields, risk signals and next-best-actions, and close with reasons and handoffs.
Step by step
Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.
- 1
Activities are logged or proposed from WhatsApp, email and meetings.
- 2
Risk signals and next-best-action suggestions appear on the deal.
- 3
Moving a stage checks required fields for that stage.
- 4
A lost deal requires a lost reason and becomes eligible for win-back or nurture.
- 5
A won deal emits an outcome to the ROI Ledger and triggers invoice, work item and onboarding handoffs.
More CRM & Sales workflows
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