Salesforce Stages Flashcards

1
Q

Created

A

Stage 1

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2
Q

Appointment Scheduled

A

Stage 2

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3
Q

Initial Appointment Complete

A

Stage 3

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4
Q

Agreement Signed

A

Stage 4

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5
Q

Ready for Submission

A

Stage 5

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6
Q

Submitted To Operations

A

Stage 6

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7
Q

Closed Won

A

Stage 7

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8
Q

At-Risk Customer

A

Stage 8

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9
Q

Cancelled Project

A

Stage 9

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10
Q

Installed PTO

A

Stage 10

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11
Q

Closed Lost

A

Stage 11

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