Add Amount & Estimated Close Date for Lead / Prospect

Challenge
No where to document how much order quantity or sales revenue a sales lead / prospect may be interested in, or WHEN the possible close date would be.

Resolution
Add a “Projected” quantity & Sales Amount & “Projected” close date for Sales Reps to enter on the lead. Would be great to have that information available on the “All Leads” page, so the Production & Finance teams could see what the potential pipeline looks like, and plan accordingly.

Value Add
This could be used to help with forecasting (Both production & budget forecasting)

CC @sarah-dobsen

4 Likes

It would also be useful to be able to download leads, including projected value and closure dates as a .csv
That way we could see and manage it all in one place, also for the purpose of finance and planning.

3 Likes