Won Deals
The Won Deal is an End of life column, meaning that it is the end stage the lead can go to. You can read more about the End of Life column here.
In the Demo Booked stage, you must add the following information to the lead:
- Won deal size
- A checklist for Post sales handover
- Internal meeting with post-sales team
- Goodbye email
- Intro to post-sales team
- Final account check
You can see the fields that were previously filled out in the Cold Leads, In conversation, Demo Booked, and Negotiation stages below.
