Customer records
Pipeline and close-motion for consultations and deposits.
Deals
Pipeline view for high-intent leads progressing from inquiry to proposal, decision, and win/loss.
Deals
Tracked opportunities in the CRM pipeline.
Pipeline Value
Open opportunity value across active stages.
Win Rate
Won deals divided by total seeded opportunities.
Average Days
Average days to close in the seeded pipeline.
Pipeline board
Move deals across the funnel to keep CRM stage, follow-up timing, and close confidence aligned.
New Inquiry
Fresh opportunities from ads, LINE OA, and referrals.
Qualified
Good-fit leads with clear buying intent.
Consultation
Discovery calls, site visits, or booked consults moving toward a plan.
Decision
Proposal, pricing, and deposit conversations in motion.
Closed
Won and lost outcomes for final disposition.